+28.1%
CCBG vs VOO
+9.9%
+18.2%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.4% | +1.6% | -1.7% |
| 7D | -1.6% | -4.7% | +3.1% | -0.4% |
| 30D | +2.2% | -5.9% | +8.1% | +3.7% |
| 3M | -3.2% | -4.5% | +1.3% | -2.1% |
| 6M | +9.5% | +1.9% | +7.7% | +8.8% |
| YTD | +20.3% | +8.4% | +11.9% | +16.7% |
| 1Y | +28.1% | +9.5% | +18.6% | +23.4% |
| All | +28.1% | +9.9% | +18.2% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling