+83.7%
CGEN vs VOO
+20.9%
+62.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.8% |
| 7D | -0.4% | +0.1% | -0.5% | -0.7% |
| 30D | +13.6% | +0.1% | +13.5% | +13.2% |
| 3M | +16.7% | +2.0% | +14.7% | +12.5% |
| 6M | +21.0% | +13.0% | +8.0% | -3.0% |
| YTD | +69.3% | +13.6% | +55.7% | +35.4% |
| 1Y | +83.7% | +20.1% | +63.6% | +21.5% |
| All | +83.7% | +20.9% | +62.8% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling