-9.8%
CCU vs VOO
+817.1%
-826.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.1% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +1.6% | +0.1% | +1.6% | +1.6% |
| 3M | +6.3% | +2.0% | +4.2% | +4.9% |
| 6M | -5.5% | +13.0% | -18.6% | -12.4% |
| YTD | -5.6% | +13.6% | -19.2% | -12.7% |
| 1Y | -1.8% | +20.1% | -21.9% | -12.2% |
| 3Y | -10.9% | +77.6% | -88.5% | -37.9% |
| 5Y | -25.1% | +82.4% | -107.5% | -49.1% |
| 10Y | -17.6% | +316.8% | -334.4% | -67.3% |
| All | -9.8% | +817.1% | -826.9% | -80.3% |
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