-63.7%
CGEN vs VOO
+81.6%
-145.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.4% |
| 7D | -5.7% | -0.4% | -5.3% | -5.2% |
| 30D | +6.0% | -1.4% | +7.4% | +8.2% |
| 3M | +22.8% | +3.7% | +19.1% | +15.2% |
| 6M | +15.3% | +13.0% | +2.3% | -6.0% |
| YTD | +62.1% | +12.4% | +49.7% | +34.0% |
| 1Y | +73.4% | +18.6% | +54.8% | +31.7% |
| 3Y | +136.2% | +78.1% | +58.1% | -9.8% |
| 5Y | -63.7% | +82.3% | -146.0% | -86.5% |
| All | -63.7% | +81.6% | -145.3% | -86.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling