-89.2%
CCCC vs VOO
+147.6%
-236.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | +0.3% |
| 7D | -11.0% | +2.6% | -13.5% | -15.2% |
| 30D | +5.7% | -2.0% | +7.7% | +9.4% |
| 3M | -32.4% | -2.8% | -29.6% | -29.1% |
| 6M | -25.0% | +2.2% | -27.2% | -28.6% |
| YTD | +44.5% | +11.5% | +33.0% | +17.3% |
| 1Y | +12.7% | +13.5% | -0.8% | -11.1% |
| 3Y | +65.3% | +78.1% | -12.8% | -40.7% |
| 5Y | -93.4% | +73.1% | -166.5% | -97.5% |
| All | -89.2% | +147.6% | -236.8% | -96.5% |
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 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