-34.8%
CCC vs VOO
+138.3%
-173.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | -0.1% |
| 7D | +0.4% | -2.7% | +3.1% | +2.5% |
| 30D | +17.3% | -5.4% | +22.6% | +22.5% |
| 3M | +18.2% | -4.1% | +22.2% | +22.1% |
| 6M | +50.0% | +0.7% | +49.3% | +48.6% |
| YTD | -3.4% | +8.7% | -12.1% | -9.9% |
| 1Y | +0.8% | +11.0% | -10.2% | -7.7% |
| 3Y | -29.5% | +75.5% | -105.0% | -56.4% |
| 5Y | -37.3% | +68.4% | -105.7% | -60.5% |
| All | -34.8% | +138.3% | -173.1% | -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