-86.5%
CCCC vs VOO
+149.6%
-236.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.2% |
| 7D | -9.2% | -0.4% | -8.9% | -8.6% |
| 30D | -5.0% | -1.4% | -3.6% | -2.5% |
| 3M | -3.9% | +3.7% | -7.6% | -11.1% |
| 6M | -4.2% | +13.0% | -17.2% | -24.0% |
| YTD | +80.1% | +12.4% | +67.7% | +44.8% |
| 1Y | +28.4% | +18.6% | +9.8% | -6.0% |
| 3Y | +49.6% | +78.1% | -28.5% | -46.2% |
| 5Y | -93.0% | +82.3% | -175.2% | -97.4% |
| All | -86.5% | +149.6% | -236.1% | -95.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling