-12.4%
CCU vs VOO
+321.7%
-334.1%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.2% |
| 7D | -2.3% | -2.0% | -0.3% | -1.1% |
| 30D | -2.9% | -1.7% | -1.3% | -1.9% |
| 3M | +6.1% | +4.7% | +1.4% | +3.2% |
| 6M | -1.6% | +12.6% | -14.1% | -8.2% |
| YTD | -7.4% | +11.8% | -19.2% | -13.3% |
| 1Y | -0.1% | +17.5% | -17.6% | -9.0% |
| 3Y | -8.6% | +77.0% | -85.6% | -35.0% |
| 5Y | -22.6% | +82.6% | -105.2% | -46.4% |
| All | -12.4% | +321.7% | -334.1% | -59.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling