-68.9%
CGEN vs VOO
+309.6%
-378.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.4% |
| 7D | +7.1% | +2.6% | +4.6% | +3.5% |
| 30D | +5.0% | -2.0% | +7.0% | +8.5% |
| 3M | -12.9% | -2.8% | -10.1% | -9.1% |
| 6M | -26.3% | +2.2% | -28.5% | -28.3% |
| YTD | +37.3% | +11.5% | +25.7% | +18.4% |
| 1Y | +27.3% | +13.5% | +13.8% | +7.0% |
| 3Y | +296.2% | +78.1% | +218.1% | +79.3% |
| 5Y | -64.2% | +73.1% | -137.4% | -82.5% |
| All | -68.9% | +309.6% | -378.5% | -95.2% |
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