+12.4%
CCK vs VOO
+82.4%
-70.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.3% |
| 7D | -2.9% | +0.5% | -3.5% | -3.3% |
| 30D | -6.2% | -0.9% | -5.2% | -5.5% |
| 3M | +23.4% | +3.9% | +19.5% | +19.6% |
| 6M | +8.1% | +14.5% | -6.5% | -2.9% |
| YTD | +11.0% | +13.0% | -1.9% | +0.8% |
| 1Y | +21.9% | +19.4% | +2.4% | +5.5% |
| 3Y | +30.4% | +78.9% | -48.5% | -21.5% |
| All | +12.4% | +82.4% | -70.0% | -36.1% |
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