-19.3%
CCS vs VOO
+75.1%
-94.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -3.5% |
| 7D | -7.1% | -0.9% | -6.2% | -6.3% |
| 30D | -3.6% | -2.3% | -1.3% | -1.0% |
| 3M | -24.8% | -1.2% | -23.6% | -23.9% |
| 6M | -2.9% | +3.3% | -6.3% | -7.2% |
| YTD | -9.2% | +12.3% | -21.5% | -21.8% |
| 1Y | -9.5% | +12.5% | -22.0% | -22.2% |
| 3Y | -19.5% | +79.2% | -98.7% | -64.0% |
| 5Y | -19.3% | +75.7% | -94.9% | -61.0% |
| All | -19.3% | +75.1% | -94.4% | -61.0% |
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