-95.0%
CCUP price history and return analytics
+21.2%
-116.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.1% | +4.9% | 0.0% |
| 7D | -24.4% | -0.7% | -23.7% | -20.9% |
| 30D | -40.3% | -1.7% | -38.6% | -31.9% |
| 3M | -27.4% | -2.3% | -25.0% | -11.0% |
| 6M | -83.1% | +1.5% | -84.7% | -82.3% |
| YTD | -70.3% | +12.0% | -82.3% | -81.8% |
| 1Y | -83.2% | +12.9% | -96.1% | -90.1% |
| All | -95.0% | +21.2% | -116.2% | -98.2% |
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