-2.6%
CCS price history and return analytics
+66.2%
-68.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.1% |
| 7D | -4.3% | +1.0% | -5.3% | -5.6% |
| 30D | -12.6% | -0.2% | -12.3% | -12.2% |
| 3M | +12.6% | +4.5% | +8.1% | +5.7% |
| 6M | +2.2% | +14.1% | -11.9% | -15.0% |
| YTD | +6.2% | +14.8% | -8.6% | -12.6% |
| 1Y | -9.3% | +21.2% | -30.5% | -31.1% |
| 3Y | -9.5% | +76.6% | -86.0% | -60.8% |
| 5Y | -2.6% | +66.6% | -69.2% | -52.2% |
| All | -2.6% | +66.2% | -68.8% | -52.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling