-27.0%
CG vs VOO
+11.8%
-38.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -3.8% |
| 7D | -1.5% | +3.3% | -4.8% | -6.1% |
| 30D | +5.7% | -2.7% | +8.4% | +10.1% |
| 3M | -17.9% | -1.7% | -16.1% | -15.6% |
| 6M | -20.2% | +3.1% | -23.3% | -24.0% |
| YTD | -32.0% | +11.9% | -43.9% | -42.5% |
| 1Y | -27.0% | +12.1% | -39.1% | -38.2% |
| All | -27.0% | +11.8% | -38.8% | -38.2% |
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