+194.4%
CCB vs VOO
+208.8%
-14.4%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.7% | -3.6% |
| 7D | -2.2% | -0.4% | -1.9% | -1.8% |
| 30D | -2.4% | -1.4% | -1.1% | -0.8% |
| 3M | -33.9% | +3.7% | -37.6% | -37.7% |
| 6M | -38.2% | +13.0% | -51.2% | -47.7% |
| YTD | -58.6% | +12.4% | -71.0% | -64.7% |
| 1Y | -57.1% | +18.6% | -75.7% | -65.6% |
| 3Y | +10.7% | +78.1% | -67.4% | -46.1% |
| 5Y | +63.6% | +82.3% | -18.7% | -23.5% |
| All | +194.4% | +208.8% | -14.4% | -30.7% |
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