-36.2%
CCC vs VOO
+148.9%
-185.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.3% |
| 7D | +0.3% | +0.1% | +0.2% | +0.2% |
| 30D | +16.3% | +0.1% | +16.2% | +16.2% |
| 3M | +50.5% | +2.0% | +48.5% | +48.0% |
| 6M | +25.8% | +13.0% | +12.8% | +13.2% |
| YTD | -5.5% | +13.6% | -19.1% | -14.9% |
| 1Y | -22.3% | +20.1% | -42.3% | -33.2% |
| 3Y | -30.0% | +77.6% | -107.6% | -57.1% |
| 5Y | -36.7% | +82.4% | -119.2% | -62.2% |
| All | -36.2% | +148.9% | -185.2% | -66.5% |
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