-11.6%
CGABL vs VOO
+102.7%
-114.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | -1.4% | +0.5% | -1.9% | -1.6% |
| 30D | -0.8% | -0.9% | +0.2% | -0.4% |
| 3M | +0.5% | +3.9% | -3.4% | -1.1% |
| 6M | -6.1% | +14.5% | -20.7% | -11.2% |
| YTD | -2.1% | +13.0% | -15.0% | -6.9% |
| 1Y | -8.4% | +19.4% | -27.8% | -14.9% |
| 3Y | +21.6% | +78.9% | -57.3% | -7.4% |
| 5Y | -17.4% | +82.3% | -99.6% | -39.6% |
| All | -11.6% | +102.7% | -114.3% | -35.5% |
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