-30.0%
CCC vs VOO
+78.4%
-108.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.2% | -1.7% |
| 7D | +0.1% | +0.1% | +0.1% | -0.1% |
| 30D | +9.5% | -3.3% | +12.9% | +12.2% |
| 3M | +11.1% | -2.4% | +13.5% | +13.1% |
| 6M | +49.9% | +2.6% | +47.3% | +46.6% |
| YTD | -3.3% | +11.3% | -14.5% | -11.0% |
| 1Y | +0.9% | +13.4% | -12.5% | -8.6% |
| 3Y | -30.0% | +80.3% | -110.3% | -60.2% |
| All | -30.0% | +78.4% | -108.4% | -60.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling