+360.7%
CCNE vs VOO
+803.9%
-443.1%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.2% |
| 7D | -0.9% | +3.3% | -4.2% | -4.3% |
| 30D | +5.5% | -2.7% | +8.2% | +8.3% |
| 3M | +2.9% | -1.7% | +4.7% | +4.5% |
| 6M | +18.2% | +3.1% | +15.1% | +13.5% |
| YTD | +38.7% | +11.9% | +26.8% | +21.4% |
| 1Y | +46.0% | +12.1% | +33.9% | +27.6% |
| 3Y | +95.1% | +78.6% | +16.6% | +1.5% |
| 5Y | +50.4% | +73.8% | -23.4% | -21.2% |
| 10Y | +99.6% | +312.3% | -212.6% | -62.6% |
| All | +360.7% | +803.9% | -443.1% | -75.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling