+25.3%
XCCC vs VOO
+101.5%
-76.2%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | -0.1% |
| 7D | -0.7% | +2.6% | -3.3% | -1.7% |
| 30D | -1.4% | -2.0% | +0.6% | -0.7% |
| 3M | -7.5% | -2.8% | -4.7% | -6.5% |
| 6M | -7.2% | +2.2% | -9.4% | -8.1% |
| YTD | -7.4% | +11.5% | -19.0% | -11.7% |
| 1Y | -6.1% | +13.5% | -19.6% | -11.0% |
| 3Y | +21.8% | +78.1% | -56.3% | -5.5% |
| All | +25.3% | +101.5% | -76.2% | -7.9% |
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