+305.2%
CG vs VOO
+325.3%
-20.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.8% | -2.5% | -2.9% |
| 7D | -9.9% | -0.8% | -9.1% | -8.9% |
| 30D | -11.7% | -1.1% | -10.6% | -10.2% |
| 3M | -4.3% | +3.9% | -8.2% | -9.1% |
| 6M | -8.8% | +13.6% | -22.4% | -23.6% |
| YTD | -26.9% | +12.7% | -39.6% | -37.8% |
| 1Y | -35.4% | +17.6% | -53.0% | -48.2% |
| 3Y | +43.0% | +77.3% | -34.3% | -31.4% |
| 5Y | +1.9% | +84.1% | -82.2% | -51.4% |
| All | +305.2% | +325.3% | -20.1% | -21.5% |
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