+8.4%
CC vs VOO
+340.2%
-331.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.5% |
| 7D | -2.0% | +0.1% | -2.2% | -2.2% |
| 30D | +5.5% | +0.1% | +5.4% | +5.4% |
| 3M | -29.0% | +2.0% | -31.0% | -31.2% |
| 6M | -11.9% | +13.0% | -24.9% | -28.8% |
| YTD | +31.7% | +13.6% | +18.1% | +5.5% |
| 1Y | +3.6% | +20.1% | -16.5% | -23.8% |
| 3Y | -51.4% | +77.6% | -128.9% | -81.0% |
| 5Y | -45.8% | +82.4% | -128.2% | -79.4% |
| 10Y | +56.0% | +316.8% | -260.9% | -85.2% |
| All | +8.4% | +340.2% | -331.8% | -91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling