+639.7%
CEG vs VOO
+78.2%
+561.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.7% |
| 7D | +6.7% | +0.5% | +6.1% | +5.9% |
| 30D | +11.0% | -0.9% | +11.9% | +12.2% |
| 3M | +19.5% | +3.9% | +15.6% | +13.9% |
| 6M | -5.9% | +14.5% | -20.4% | -20.3% |
| YTD | -15.0% | +13.0% | -27.9% | -26.7% |
| 1Y | +0.6% | +19.4% | -18.8% | -18.3% |
| 3Y | +180.6% | +78.9% | +101.7% | +56.3% |
| All | +639.7% | +78.2% | +561.5% | +297.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling