-88.4%
CCUP vs VOO
+21.6%
-109.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -0.6% | -11.6% | -8.7% |
| 7D | +12.1% | +0.5% | +11.6% | +10.4% |
| 30D | +91.4% | -0.9% | +92.4% | +107.1% |
| 3M | +7.4% | +3.9% | +3.5% | -13.0% |
| 6M | -49.0% | +14.5% | -63.6% | -76.5% |
| YTD | -31.0% | +13.0% | -43.9% | -62.8% |
| 1Y | -74.7% | +19.4% | -94.1% | -90.5% |
| All | -88.4% | +21.6% | -109.9% | -96.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling