-93.0%
CCCC vs VOO
+72.0%
-165.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.7% | -3.1% |
| 7D | -1.9% | +0.1% | -1.9% | -2.4% |
| 30D | -0.3% | -3.3% | +3.0% | +6.5% |
| 3M | -15.5% | -2.4% | -13.1% | -11.8% |
| 6M | +6.8% | +2.6% | +4.2% | +0.4% |
| YTD | +64.9% | +11.3% | +53.6% | +32.0% |
| 1Y | +34.6% | +13.4% | +21.2% | +3.9% |
| 3Y | +79.0% | +80.3% | -1.3% | -44.5% |
| 5Y | -93.0% | +72.7% | -165.7% | -97.4% |
| All | -93.0% | +72.0% | -165.0% | -97.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling