-31.5%
CEGX vs VOO
+20.9%
-52.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.4% | +10.0% | +10.6% |
| 7D | +16.0% | +0.1% | +15.9% | +15.3% |
| 30D | +25.5% | +0.1% | +25.4% | +25.2% |
| 3M | +21.0% | +2.0% | +19.0% | +14.3% |
| 6M | -25.6% | +13.0% | -38.6% | -46.0% |
| YTD | -41.9% | +13.6% | -55.5% | -58.4% |
| 1Y | -31.5% | +20.1% | -51.6% | -64.2% |
| All | -31.5% | +20.9% | -52.4% | -64.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling