+228.9%
CCS vs VOO
+387.0%
-158.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.5% |
| 7D | -6.7% | +0.1% | -6.8% | -6.9% |
| 30D | -9.0% | +0.1% | -9.1% | -9.1% |
| 3M | +15.3% | +2.0% | +13.3% | +11.9% |
| 6M | +0.6% | +13.0% | -12.5% | -14.8% |
| YTD | +10.4% | +13.6% | -3.2% | -7.3% |
| 1Y | -3.7% | +20.1% | -23.8% | -25.2% |
| 3Y | -11.0% | +77.6% | -88.5% | -60.4% |
| 5Y | -1.6% | +82.4% | -84.1% | -56.8% |
| 10Y | +244.8% | +316.8% | -72.1% | -41.0% |
| All | +228.9% | +387.0% | -158.2% | -54.2% |
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