+271.0%
CG vs VOO
+311.2%
-40.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -3.8% |
| 7D | -1.5% | +3.3% | -4.8% | -5.8% |
| 30D | +5.7% | -2.7% | +8.4% | +9.9% |
| 3M | -17.9% | -1.7% | -16.1% | -15.7% |
| 6M | -20.2% | +3.1% | -23.3% | -23.4% |
| YTD | -32.0% | +11.9% | -43.9% | -41.6% |
| 1Y | -27.0% | +12.1% | -39.1% | -37.3% |
| 3Y | +42.8% | +78.6% | -35.8% | -32.2% |
| 5Y | -23.4% | +73.8% | -97.2% | -60.9% |
| All | +271.0% | +311.2% | -40.2% | -29.2% |
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 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