+156.8%
CCD vs VOO
+349.4%
-192.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.8% |
| 7D | +1.4% | +3.3% | -1.8% | -1.4% |
| 30D | -13.8% | -2.7% | -11.1% | -11.6% |
| 3M | -20.5% | -1.7% | -18.7% | -19.1% |
| 6M | -13.1% | +3.1% | -16.2% | -15.1% |
| YTD | +6.1% | +11.9% | -5.9% | -3.7% |
| 1Y | +4.7% | +12.1% | -7.4% | -5.0% |
| 3Y | +54.3% | +78.6% | -24.3% | -8.9% |
| 5Y | +3.8% | +73.8% | -70.0% | -37.7% |
| 10Y | +218.3% | +312.3% | -94.0% | -9.7% |
| All | +156.8% | +349.4% | -192.6% | -32.8% |
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