+317.6%
VOO vs CCL
-41.3%
+358.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.6% |
| 7D | -0.8% | -3.2% | +2.5% | -0.2% |
| 30D | -1.1% | -17.8% | +16.7% | +2.2% |
| 3M | +3.9% | -18.7% | +22.6% | +7.4% |
| 6M | +13.6% | -11.4% | +25.0% | +15.0% |
| YTD | +12.7% | -24.3% | +37.0% | +16.8% |
| 1Y | +17.6% | -28.8% | +46.4% | +22.6% |
| 3Y | +77.3% | +49.3% | +28.0% | +58.6% |
| 5Y | +84.1% | +1.6% | +82.5% | +65.4% |
| All | +317.6% | -41.3% | +358.8% | +305.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 CCL 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