+46.6%
CCEC vs VOO
+817.1%
-770.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -0.3% | +0.1% | -0.4% | -0.4% |
| 30D | -0.8% | +0.1% | -0.8% | -0.9% |
| 3M | -1.6% | +2.0% | -3.6% | -3.4% |
| 6M | -1.2% | +13.0% | -14.2% | -10.9% |
| YTD | +10.8% | +13.6% | -2.8% | -0.7% |
| 1Y | +10.4% | +20.1% | -9.7% | -5.3% |
| 3Y | +67.3% | +77.6% | -10.3% | -0.4% |
| 5Y | +103.9% | +82.4% | +21.5% | +15.8% |
| 10Y | +70.4% | +316.8% | -246.4% | -59.5% |
| All | +46.6% | +817.1% | -770.5% | -83.9% |
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