-65.0%
CGEN vs VOO
+321.7%
-386.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.1% |
| 7D | -3.9% | -2.0% | -1.9% | -1.1% |
| 30D | +2.5% | -1.7% | +4.2% | +4.8% |
| 3M | +25.5% | +4.7% | +20.8% | +17.2% |
| 6M | +9.8% | +12.6% | -2.7% | -7.2% |
| YTD | +60.8% | +11.8% | +49.0% | +37.9% |
| 1Y | +75.7% | +17.5% | +58.2% | +40.8% |
| 3Y | +134.3% | +77.0% | +57.3% | +6.6% |
| 5Y | -61.0% | +82.6% | -143.5% | -82.1% |
| All | -65.0% | +321.7% | -386.7% | -94.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling