+129.3%
CCLD vs VOO
+315.3%
-186.0%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.3% |
| 7D | -5.8% | -0.4% | -5.4% | -5.5% |
| 30D | -12.4% | -1.4% | -11.1% | -11.3% |
| 3M | -11.7% | +3.7% | -15.4% | -14.7% |
| 6M | -22.7% | +13.0% | -35.7% | -31.0% |
| YTD | -27.7% | +12.4% | -40.2% | -35.1% |
| 1Y | -40.7% | +18.6% | -59.3% | -49.3% |
| 3Y | +54.0% | +78.1% | -24.0% | -5.8% |
| 5Y | -75.4% | +82.3% | -157.6% | -85.1% |
| 10Y | +129.3% | +322.5% | -193.2% | -38.3% |
| All | +129.3% | +315.3% | -186.0% | -38.3% |
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