+69.1%
CCEC vs VOO
+315.3%
-246.2%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.9% |
| 7D | -0.2% | -0.4% | +0.1% | 0.0% |
| 30D | +1.8% | -1.4% | +3.2% | +2.8% |
| 3M | +3.3% | +3.7% | -0.4% | +0.6% |
| 6M | +7.3% | +13.0% | -5.7% | -1.5% |
| YTD | +10.6% | +12.4% | -1.9% | +1.7% |
| 1Y | +8.1% | +18.6% | -10.5% | -4.0% |
| 3Y | +71.2% | +78.1% | -6.9% | +10.5% |
| 5Y | +99.7% | +82.3% | +17.5% | +24.7% |
| 10Y | +69.1% | +322.5% | -253.4% | -50.0% |
| All | +69.1% | +315.3% | -246.2% | -50.0% |
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