+34.2%
XCCC vs VOO
+104.1%
-69.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.1% |
| 7D | -0.1% | +0.5% | -0.6% | -0.3% |
| 30D | -1.3% | -0.9% | -0.4% | -1.0% |
| 3M | -0.6% | +3.9% | -4.5% | -2.2% |
| 6M | +1.8% | +14.5% | -12.7% | -3.7% |
| YTD | -0.9% | +13.0% | -13.8% | -5.8% |
| 1Y | -0.1% | +19.4% | -19.6% | -7.3% |
| 3Y | +27.7% | +78.9% | -51.2% | -1.0% |
| All | +34.2% | +104.1% | -69.9% | -1.8% |
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