+223.8%
CCS price history and return analytics
+226.9%
-3.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.5% | -3.0% |
| 7D | -6.8% | -2.0% | -4.8% | -3.8% |
| 30D | -15.6% | -1.4% | -14.1% | -13.6% |
| 3M | +4.5% | +4.7% | -0.2% | -2.8% |
| 6M | +0.4% | +11.4% | -11.0% | -15.0% |
| YTD | +1.9% | +13.1% | -11.2% | -16.0% |
| 1Y | -9.4% | +19.0% | -28.4% | -31.2% |
| 3Y | -13.1% | +73.9% | -87.1% | -63.9% |
| 5Y | -5.4% | +65.4% | -70.8% | -56.1% |
| All | +223.8% | +226.9% | -3.1% | -35.6% |
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