-92.4%
CCCC vs VOO
+82.3%
-174.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.5% |
| 7D | -8.3% | +0.5% | -8.8% | -9.3% |
| 30D | -4.8% | -0.9% | -3.9% | -3.1% |
| 3M | -1.1% | +3.9% | -5.0% | -9.3% |
| 6M | +16.8% | +14.5% | +2.2% | -11.3% |
| YTD | +85.9% | +13.0% | +72.9% | +45.4% |
| 1Y | +31.0% | +19.4% | +11.6% | -7.9% |
| 3Y | +54.3% | +78.9% | -24.5% | -50.6% |
| 5Y | -92.4% | +82.3% | -174.7% | -97.4% |
| All | -92.4% | +82.3% | -174.7% | -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