+5.5%
CG vs VOO
+81.6%
-76.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.2% |
| 7D | -6.4% | -0.4% | -6.1% | -5.8% |
| 30D | -7.1% | -1.4% | -5.7% | -4.7% |
| 3M | -1.6% | +3.7% | -5.3% | -7.3% |
| 6M | -8.3% | +13.0% | -21.4% | -25.5% |
| YTD | -23.8% | +12.4% | -36.2% | -37.2% |
| 1Y | -28.7% | +18.6% | -47.3% | -46.3% |
| 3Y | +49.2% | +78.1% | -28.9% | -40.3% |
| 5Y | +5.5% | +82.3% | -76.8% | -56.7% |
| All | +5.5% | +81.6% | -76.1% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling