-29.5%
CCC vs VOO
+75.5%
-105.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | +0.4% | -2.7% | +3.1% | +2.4% |
| 30D | +17.3% | -5.4% | +22.6% | +22.2% |
| 3M | +18.2% | -4.1% | +22.2% | +21.9% |
| 6M | +50.0% | +0.7% | +49.3% | +48.7% |
| YTD | -3.4% | +8.7% | -12.1% | -9.6% |
| 1Y | +0.8% | +11.0% | -10.2% | -7.3% |
| 3Y | -29.5% | +75.5% | -105.0% | -62.3% |
| All | -29.5% | +75.5% | -105.0% | -62.3% |
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 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