-39.4%
CCIF vs VOO
+203.4%
-242.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.8% |
| 7D | -12.6% | -0.6% | -12.0% | -12.3% |
| 30D | -26.8% | -3.6% | -23.2% | -26.0% |
| 3M | -34.6% | -2.7% | -31.8% | -34.0% |
| 6M | -41.5% | +2.2% | -43.7% | -41.7% |
| YTD | -55.7% | +10.9% | -66.6% | -56.8% |
| 1Y | -58.4% | +11.3% | -69.7% | -59.5% |
| 3Y | -59.9% | +76.9% | -136.8% | -65.2% |
| 5Y | -60.3% | +73.5% | -133.8% | -65.5% |
| All | -39.4% | +203.4% | -242.8% | -58.1% |
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