+25.6%
XCCC price history and return analytics
+87.4%
-61.8%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -0.9% | +2.9% | -3.8% | -2.1% |
| 30D | -2.0% | -2.5% | +0.5% | -1.0% |
| 3M | -7.2% | -3.3% | -3.9% | -6.0% |
| 6M | -7.1% | +1.5% | -8.7% | -8.0% |
| YTD | -7.2% | +11.4% | -18.6% | -11.8% |
| 1Y | -6.6% | +11.9% | -18.5% | -11.4% |
| 3Y | +21.9% | +73.9% | -51.9% | -6.4% |
| All | +25.6% | +87.4% | -61.8% | -6.6% |
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