+200.3%
CCD vs VOO
+356.0%
-155.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.2% |
| 7D | -1.8% | +0.1% | -2.0% | -1.9% |
| 30D | -3.3% | +0.1% | -3.4% | -3.4% |
| 3M | -3.0% | +2.0% | -5.0% | -4.6% |
| 6M | +13.0% | +13.0% | -0.1% | +1.6% |
| YTD | +24.0% | +13.6% | +10.4% | +11.0% |
| 1Y | +30.7% | +20.1% | +10.7% | +11.5% |
| 3Y | +65.5% | +77.6% | -12.1% | -1.9% |
| 5Y | +28.6% | +82.4% | -53.8% | -26.5% |
| 10Y | +245.6% | +316.8% | -71.3% | -3.1% |
| All | +200.3% | +356.0% | -155.7% | -22.6% |
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