-86.5%
CCCC price history and return analytics
+123.8%
-210.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -1.8% |
| 7D | -9.2% | -0.1% | -9.1% | -9.0% |
| 30D | -5.0% | -0.7% | -4.3% | -3.7% |
| 3M | -3.9% | +4.0% | -7.9% | -11.9% |
| 6M | -4.2% | +12.3% | -16.5% | -24.5% |
| YTD | +80.1% | +14.0% | +66.1% | +37.9% |
| 1Y | +28.4% | +20.3% | +8.1% | -11.0% |
| 3Y | +49.6% | +75.4% | -25.9% | -47.5% |
| 5Y | -93.0% | +66.0% | -158.9% | -97.2% |
| All | -86.5% | +123.8% | -210.3% | -95.3% |
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