-13.1%
CCAP vs VOO
+67.9%
-81.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.9% |
| 7D | +1.2% | -2.7% | +3.9% | +2.7% |
| 30D | +4.1% | -5.4% | +9.5% | +7.2% |
| 3M | -17.1% | -4.1% | -13.1% | -15.3% |
| 6M | -26.6% | +0.7% | -27.4% | -27.0% |
| YTD | -25.7% | +8.7% | -34.4% | -29.1% |
| 1Y | -23.0% | +11.0% | -34.0% | -27.2% |
| 3Y | -17.5% | +75.5% | -92.9% | -37.3% |
| All | -13.1% | +67.9% | -81.0% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling