+24.8%
CCAP vs VOO
+157.0%
-132.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.3% | -3.8% | -3.1% |
| 7D | -1.9% | +0.1% | -1.9% | -2.0% |
| 30D | +1.7% | -3.3% | +5.0% | +3.9% |
| 3M | -18.4% | -2.4% | -16.0% | -17.1% |
| 6M | -26.7% | +2.6% | -29.3% | -28.1% |
| YTD | -26.8% | +11.3% | -38.1% | -32.1% |
| 1Y | -24.3% | +13.4% | -37.7% | -30.7% |
| 3Y | -18.5% | +80.3% | -98.8% | -45.8% |
| 5Y | -15.6% | +72.7% | -88.3% | -42.7% |
| All | +24.8% | +157.0% | -132.2% | -47.8% |
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