-89.2%
CCCC price history and return analytics
+118.0%
-207.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | +0.2% |
| 7D | -11.0% | +2.4% | -13.3% | -15.1% |
| 30D | +5.7% | -1.5% | +7.3% | +8.6% |
| 3M | -32.4% | -4.1% | -28.2% | -26.8% |
| 6M | -25.0% | +0.6% | -25.6% | -26.5% |
| YTD | +44.5% | +11.0% | +33.5% | +16.2% |
| 1Y | +12.7% | +13.3% | -0.7% | -12.8% |
| 3Y | +65.3% | +73.4% | -8.1% | -40.8% |
| 5Y | -93.4% | +57.4% | -150.8% | -97.1% |
| All | -89.2% | +118.0% | -207.1% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling