+161.8%
CCS vs VOO
+378.2%
-216.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.6% |
| 7D | -7.0% | +2.6% | -9.5% | -10.1% |
| 30D | -4.7% | -2.0% | -2.7% | -2.5% |
| 3M | -28.1% | -2.8% | -25.3% | -25.6% |
| 6M | -0.1% | +2.2% | -2.2% | -3.5% |
| YTD | -12.1% | +11.5% | -23.7% | -24.6% |
| 1Y | -11.1% | +13.5% | -24.6% | -25.5% |
| 3Y | -21.4% | +78.1% | -99.5% | -65.4% |
| 5Y | -23.4% | +73.1% | -96.5% | -64.0% |
| 10Y | +165.0% | +310.7% | -145.8% | -53.9% |
| All | +161.8% | +378.2% | -216.4% | -62.8% |
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