+58.4%
CC vs VOO
+314.0%
-255.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.5% | +1.9% |
| 7D | +2.3% | +0.5% | +1.8% | +1.3% |
| 30D | -1.3% | -0.9% | -0.4% | +0.3% |
| 3M | -25.5% | +3.9% | -29.4% | -30.1% |
| 6M | -5.0% | +14.5% | -19.5% | -24.9% |
| YTD | +32.9% | +13.0% | +20.0% | +7.7% |
| 1Y | -2.8% | +19.4% | -22.3% | -27.8% |
| 3Y | -46.3% | +78.9% | -125.1% | -79.1% |
| 5Y | -41.4% | +82.3% | -123.7% | -77.5% |
| 10Y | +58.4% | +314.2% | -255.8% | -88.1% |
| All | +58.4% | +314.0% | -255.6% | -88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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