-89.2%
CCUP price history and return analytics
+23.3%
-112.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.2% | -3.4% |
| 7D | +6.3% | -0.1% | +6.4% | +9.0% |
| 30D | +76.0% | -0.7% | +76.7% | +88.5% |
| 3M | +3.7% | +4.0% | -0.3% | -11.6% |
| 6M | -60.3% | +12.3% | -72.6% | -76.7% |
| YTD | -35.7% | +14.0% | -49.7% | -65.8% |
| 1Y | -78.4% | +20.3% | -98.7% | -92.1% |
| All | -89.2% | +23.3% | -112.5% | -96.6% |
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