-89.2%
CCUP vs VOO
+21.0%
-110.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.4% | -4.1% |
| 7D | +6.3% | -0.4% | +6.6% | +10.8% |
| 30D | +76.0% | -1.4% | +77.4% | +96.0% |
| 3M | +3.7% | +3.7% | 0.0% | -15.1% |
| 6M | -60.3% | +13.0% | -73.4% | -80.1% |
| YTD | -35.7% | +12.4% | -48.2% | -64.4% |
| 1Y | -78.4% | +18.6% | -97.0% | -91.5% |
| All | -89.2% | +21.0% | -110.2% | -96.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling