+607.3%
CEG vs VOO
+76.3%
+531.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.0% |
| 7D | +0.3% | -2.0% | +2.3% | +2.8% |
| 30D | +2.9% | -1.7% | +4.6% | +5.0% |
| 3M | +18.2% | +4.7% | +13.5% | +11.5% |
| 6M | -9.5% | +12.6% | -22.1% | -21.8% |
| YTD | -18.7% | +11.8% | -30.5% | -28.9% |
| 1Y | -10.1% | +17.5% | -27.7% | -25.7% |
| 3Y | +168.3% | +77.0% | +91.4% | +51.4% |
| All | +607.3% | +76.3% | +531.0% | +284.7% |
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