+24.9%
XCCC vs VOO
+96.5%
-71.6%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -1.0% | -2.7% | +1.7% | 0.0% |
| 30D | -3.3% | -5.4% | +2.1% | -1.2% |
| 3M | -7.7% | -4.1% | -3.7% | -6.3% |
| 6M | -8.4% | +0.7% | -9.1% | -8.8% |
| YTD | -7.7% | +8.7% | -16.5% | -11.0% |
| 1Y | -6.8% | +11.0% | -17.8% | -11.0% |
| 3Y | +21.3% | +75.5% | -54.1% | -5.4% |
| All | +24.9% | +96.5% | -71.6% | -7.3% |
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