-88.4%
CCUP price history and return analytics
+24.1%
-112.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -0.5% | -11.6% | -9.4% |
| 7D | +12.1% | +1.0% | +11.1% | +7.8% |
| 30D | +91.4% | -0.2% | +91.7% | +99.6% |
| 3M | +7.4% | +4.5% | +2.8% | -11.3% |
| 6M | -49.0% | +14.1% | -63.1% | -72.8% |
| YTD | -31.0% | +14.8% | -45.7% | -64.6% |
| 1Y | -74.7% | +21.2% | -95.9% | -91.1% |
| All | -88.4% | +24.1% | -112.5% | -96.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling