+55.4%
CG vs VOO
+79.1%
-23.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.2% |
| 7D | -1.3% | +0.5% | -1.8% | -2.2% |
| 30D | -3.2% | -0.9% | -2.2% | -1.4% |
| 3M | +6.2% | +3.9% | +2.3% | -0.3% |
| 6M | -4.7% | +14.5% | -19.2% | -24.7% |
| YTD | -20.6% | +13.0% | -33.6% | -35.4% |
| 1Y | -26.4% | +19.4% | -45.8% | -45.7% |
| 3Y | +55.4% | +78.9% | -23.5% | -37.1% |
| All | +55.4% | +79.1% | -23.7% | -37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling