+170.5%
CCS vs VOO
+381.6%
-211.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.3% | -3.2% | -3.6% |
| 7D | -7.1% | -0.9% | -6.2% | -6.3% |
| 30D | -3.6% | -2.3% | -1.3% | -0.8% |
| 3M | -24.8% | -1.2% | -23.6% | -23.8% |
| 6M | -2.9% | +3.3% | -6.3% | -7.6% |
| YTD | -9.2% | +12.3% | -21.5% | -22.9% |
| 1Y | -9.5% | +12.5% | -22.0% | -23.2% |
| 3Y | -19.5% | +79.2% | -98.7% | -64.9% |
| 5Y | -19.3% | +75.7% | -94.9% | -62.8% |
| 10Y | +173.7% | +313.7% | -139.9% | -52.8% |
| All | +170.5% | +381.6% | -211.1% | -61.9% |
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