-34.9%
CCC vs VOO
+137.6%
-172.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | +3.3% |
| 7D | -0.1% | -4.7% | +4.6% | +3.7% |
| 30D | +15.3% | -5.9% | +21.2% | +21.0% |
| 3M | +18.7% | -4.5% | +23.2% | +23.2% |
| 6M | +44.2% | +1.9% | +42.3% | +41.4% |
| YTD | -3.5% | +8.4% | -11.9% | -9.8% |
| 1Y | -2.2% | +9.5% | -11.6% | -9.4% |
| 3Y | -29.8% | +75.3% | -105.1% | -56.6% |
| 5Y | -37.4% | +67.9% | -105.2% | -60.5% |
| All | -34.9% | +137.6% | -172.5% | -64.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling