+294.1%
CG vs VOO
+598.5%
-304.4%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -3.1% |
| 7D | -3.8% | -0.9% | -2.9% | -2.5% |
| 30D | +7.5% | -2.3% | +9.8% | +11.1% |
| 3M | -14.4% | -1.2% | -13.2% | -12.8% |
| 6M | -15.7% | +3.3% | -19.0% | -19.2% |
| YTD | -29.0% | +12.3% | -41.3% | -38.9% |
| 1Y | -22.1% | +12.5% | -34.6% | -33.1% |
| 3Y | +49.1% | +79.2% | -30.0% | -27.7% |
| 5Y | -18.4% | +75.7% | -94.1% | -57.8% |
| 10Y | +295.1% | +313.7% | -18.6% | -22.5% |
| All | +294.1% | +598.5% | -304.4% | -50.4% |
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