-39.3%
CAG vs VOO
+75.9%
-115.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.7% |
| 7D | -5.9% | -2.0% | -3.9% | -5.8% |
| 30D | -1.5% | -1.7% | +0.1% | -1.5% |
| 3M | +11.5% | +4.7% | +6.7% | +11.2% |
| 6M | -15.7% | +12.6% | -28.2% | -16.4% |
| YTD | -10.2% | +11.8% | -22.0% | -10.9% |
| 1Y | -18.1% | +17.5% | -35.6% | -19.2% |
| All | -39.3% | +75.9% | -115.2% | -47.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling