-38.8%
CCIF vs VOO
+82.6%
-121.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | -0.8% | +0.1% | -0.8% | -0.8% |
| 3M | -6.3% | +2.0% | -8.3% | -6.8% |
| 6M | -7.2% | +13.0% | -20.2% | -9.8% |
| YTD | -31.8% | +13.6% | -45.4% | -33.8% |
| 1Y | -38.4% | +20.1% | -58.4% | -40.9% |
| 3Y | -39.3% | +77.6% | -116.9% | -46.1% |
| All | -38.8% | +82.6% | -121.4% | -46.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling