+169.5%
CCS price history and return analytics
+221.8%
-52.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.6% |
| 7D | -7.0% | +2.4% | -9.3% | -10.2% |
| 30D | -4.7% | -1.5% | -3.2% | -2.8% |
| 3M | -28.1% | -4.1% | -24.0% | -23.6% |
| 6M | -0.1% | +0.6% | -0.6% | -1.5% |
| YTD | -12.1% | +11.0% | -23.2% | -25.9% |
| 1Y | -11.1% | +13.3% | -24.5% | -27.4% |
| 3Y | -21.4% | +73.4% | -94.8% | -67.5% |
| 5Y | -23.4% | +57.4% | -80.8% | -61.8% |
| All | +169.5% | +221.8% | -52.3% | -47.2% |
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