-37.6%
CGEN vs VOO
+817.1%
-854.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.7% |
| 7D | -0.4% | +0.1% | -0.5% | -0.6% |
| 30D | +13.6% | +0.1% | +13.5% | +13.3% |
| 3M | +16.7% | +2.0% | +14.7% | +13.5% |
| 6M | +21.0% | +13.0% | +8.0% | +3.0% |
| YTD | +69.3% | +13.6% | +55.7% | +43.8% |
| 1Y | +83.7% | +20.1% | +63.6% | +45.6% |
| 3Y | +127.2% | +77.6% | +49.6% | +9.8% |
| 5Y | -62.7% | +82.4% | -145.2% | -81.7% |
| 10Y | -65.0% | +316.8% | -381.9% | -93.0% |
| All | -37.6% | +817.1% | -854.7% | -94.9% |
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