+350.2%
CG vs VOO
+606.4%
-256.2%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.3% | -1.1% |
| 7D | -4.3% | +0.1% | -4.4% | -4.4% |
| 30D | -5.1% | +0.1% | -5.1% | -5.1% |
| 3M | +8.7% | +2.0% | +6.7% | +5.9% |
| 6M | -9.2% | +13.0% | -22.3% | -23.0% |
| YTD | -18.9% | +13.6% | -32.4% | -31.3% |
| 1Y | -25.6% | +20.1% | -45.7% | -41.5% |
| 3Y | +57.3% | +77.6% | -20.3% | -22.9% |
| 5Y | +10.2% | +82.4% | -72.3% | -45.5% |
| 10Y | +364.2% | +316.8% | +47.4% | -10.0% |
| All | +350.2% | +606.4% | -256.2% | -44.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling