+178.2%
CCLD vs VOO
+309.6%
-131.5%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -0.4% | -8.0% | -8.0% |
| 7D | +5.2% | +2.6% | +2.6% | +3.0% |
| 30D | +36.7% | -2.0% | +38.7% | +38.4% |
| 3M | -1.2% | -2.8% | +1.5% | +0.9% |
| 6M | +14.2% | +2.2% | +12.0% | +11.3% |
| YTD | -17.1% | +11.5% | -28.6% | -25.4% |
| 1Y | -23.9% | +13.5% | -37.4% | -32.6% |
| 3Y | +103.4% | +78.1% | +25.3% | +23.9% |
| 5Y | -68.6% | +73.1% | -141.8% | -80.3% |
| All | +178.2% | +309.6% | -131.5% | -34.3% |
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