+97.3%
CGAU vs VOO
+812.0%
-714.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.1% |
| 7D | +4.9% | +0.5% | +4.3% | +4.6% |
| 30D | +7.8% | -0.9% | +8.7% | +8.2% |
| 3M | +47.0% | +3.9% | +43.1% | +44.9% |
| 6M | +23.0% | +14.5% | +8.5% | +17.0% |
| YTD | +60.2% | +13.0% | +47.3% | +53.4% |
| 1Y | +159.0% | +19.4% | +139.6% | +143.0% |
| 3Y | +332.4% | +78.9% | +253.5% | +250.0% |
| 5Y | +267.7% | +82.3% | +185.4% | +193.0% |
| 10Y | +401.6% | +314.2% | +87.4% | +234.6% |
| All | +97.3% | +812.0% | -714.7% | -15.3% |
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