-49.6%
CGEN vs VOO
+806.9%
-856.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.7% |
| 7D | +3.0% | -0.9% | +3.9% | +4.4% |
| 30D | +1.0% | -2.3% | +3.3% | +4.6% |
| 3M | -12.9% | -1.2% | -11.7% | -11.4% |
| 6M | -27.2% | +3.3% | -30.5% | -30.0% |
| YTD | +36.6% | +12.3% | +24.3% | +18.1% |
| 1Y | +21.5% | +12.5% | +9.0% | +4.9% |
| 3Y | +260.3% | +79.2% | +181.2% | +73.0% |
| 5Y | -70.8% | +75.7% | -146.5% | -85.0% |
| 10Y | -68.6% | +313.7% | -382.3% | -93.6% |
| All | -49.6% | +806.9% | -856.5% | -95.8% |
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