+2.1%
CCSI vs VOO
+87.1%
-85.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +8.3% | -0.4% | +8.7% | +8.8% |
| 30D | -1.6% | -1.4% | -0.2% | 0.0% |
| 3M | +6.3% | +3.7% | +2.6% | +1.8% |
| 6M | +19.4% | +13.0% | +6.3% | +3.8% |
| YTD | +66.7% | +12.4% | +54.3% | +45.9% |
| 1Y | +31.4% | +18.6% | +12.8% | +8.5% |
| 3Y | +37.3% | +78.1% | -40.7% | -27.4% |
| All | +2.1% | +87.1% | -85.0% | -39.8% |
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