-34.8%
CCC vs VOO
+144.4%
-179.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.2% |
| 7D | 0.0% | +2.6% | -2.6% | -2.1% |
| 30D | +0.5% | -2.0% | +2.5% | +1.9% |
| 3M | +7.9% | -2.8% | +10.6% | +10.2% |
| 6M | +82.0% | +2.2% | +79.8% | +78.3% |
| YTD | -3.4% | +11.5% | -14.9% | -11.8% |
| 1Y | +4.5% | +13.5% | -9.0% | -6.1% |
| 3Y | -31.9% | +78.1% | -110.0% | -58.5% |
| 5Y | -38.7% | +73.1% | -111.8% | -62.2% |
| All | -34.8% | +144.4% | -179.2% | -65.3% |
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