+25.5%
XCCC vs VOO
+101.1%
-75.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.3% | -1.9% | -0.4% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -2.6% | -3.3% | +0.7% | -1.3% |
| 3M | -7.7% | -2.4% | -5.3% | -6.9% |
| 6M | -7.5% | +2.6% | -10.1% | -8.7% |
| YTD | -7.3% | +11.3% | -18.6% | -11.4% |
| 1Y | -6.4% | +13.4% | -19.9% | -11.3% |
| 3Y | +22.2% | +80.3% | -58.1% | -5.8% |
| All | +25.5% | +101.1% | -75.6% | -7.7% |
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