-9.9%
CC vs VOO
+317.9%
-327.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.3% | +1.8% | +0.2% |
| 7D | +0.9% | +0.1% | +0.8% | +1.0% |
| 30D | -2.4% | -3.3% | +0.9% | +3.4% |
| 3M | -15.2% | -2.4% | -12.8% | -11.5% |
| 6M | -41.8% | +2.6% | -44.4% | -44.0% |
| YTD | +14.3% | +11.3% | +3.0% | -4.8% |
| 1Y | +8.5% | +13.4% | -5.0% | -12.3% |
| 3Y | -39.3% | +80.3% | -119.5% | -76.5% |
| 5Y | -50.3% | +72.7% | -123.0% | -78.9% |
| 10Y | -9.9% | +310.0% | -319.9% | -92.7% |
| All | -9.9% | +317.9% | -327.8% | -92.7% |
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