+24.4%
XCCC vs VOO
+100.4%
-76.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | -0.2% | -0.6% | +0.4% | 0.0% |
| 30D | -3.4% | -3.6% | +0.2% | -2.1% |
| 3M | -8.1% | -2.7% | -5.3% | -7.1% |
| 6M | -8.4% | +2.2% | -10.6% | -9.4% |
| YTD | -8.1% | +10.9% | -19.0% | -12.1% |
| 1Y | -7.7% | +11.3% | -19.0% | -11.9% |
| 3Y | +20.8% | +76.9% | -56.1% | -6.1% |
| All | +24.4% | +100.4% | -76.0% | -8.4% |
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