+180.5%
CEG vs VOO
+80.1%
+100.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +5.5% |
| 7D | +8.0% | +0.1% | +7.9% | +7.7% |
| 30D | +12.9% | +0.1% | +12.9% | +12.8% |
| 3M | +13.2% | +2.0% | +11.2% | +9.4% |
| 6M | -7.0% | +13.0% | -20.0% | -23.8% |
| YTD | -15.0% | +13.6% | -28.6% | -30.9% |
| 1Y | -2.7% | +20.1% | -22.8% | -27.3% |
| All | +180.5% | +80.1% | +100.4% | +25.4% |
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 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