+34.3%
XCCC vs VOO
+105.3%
-70.9%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -0.8% | +0.1% | -0.8% | -0.8% |
| 3M | -0.9% | +2.0% | -2.9% | -1.8% |
| 6M | +0.7% | +13.0% | -12.3% | -4.3% |
| YTD | -0.8% | +13.6% | -14.4% | -5.9% |
| 1Y | 0.0% | +20.1% | -20.1% | -7.4% |
| 3Y | +27.7% | +77.6% | -49.9% | -0.7% |
| All | +34.3% | +105.3% | -70.9% | -1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling