+201.1%
CCLD vs VOO
+314.4%
-113.3%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.4% |
| 7D | +47.2% | -0.9% | +48.1% | +47.4% |
| 30D | +36.6% | -2.3% | +38.9% | +38.8% |
| 3M | +8.6% | -1.2% | +9.8% | +9.2% |
| 6M | +17.8% | +3.3% | +14.4% | +13.6% |
| YTD | -9.2% | +12.3% | -21.6% | -18.9% |
| 1Y | -19.9% | +12.5% | -32.4% | -28.6% |
| 3Y | +124.6% | +79.2% | +45.4% | +36.0% |
| 5Y | -66.3% | +75.7% | -142.0% | -79.1% |
| 10Y | +201.1% | +313.7% | -112.5% | -30.1% |
| All | +201.1% | +314.4% | -113.3% | -30.1% |
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