+26.7%
CCAP vs VOO
+151.1%
-124.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.9% |
| 7D | +1.2% | -2.7% | +3.9% | +3.0% |
| 30D | +4.1% | -5.4% | +9.5% | +8.0% |
| 3M | -17.1% | -4.1% | -13.1% | -14.8% |
| 6M | -26.6% | +0.7% | -27.4% | -27.2% |
| YTD | -25.7% | +8.7% | -34.4% | -30.0% |
| 1Y | -23.0% | +11.0% | -34.0% | -28.4% |
| 3Y | -17.5% | +75.5% | -92.9% | -44.1% |
| 5Y | -14.1% | +68.4% | -82.5% | -40.7% |
| All | +26.7% | +151.1% | -124.4% | -46.1% |
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