+9.2%
CGGG vs VOO
+25.9%
-16.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.4% |
| 7D | -2.0% | -2.0% | 0.0% | +0.8% |
| 30D | -2.3% | -1.7% | -0.7% | 0.0% |
| 3M | +2.7% | +4.7% | -2.0% | -3.6% |
| 6M | +4.6% | +12.6% | -8.0% | -10.9% |
| YTD | -1.1% | +11.8% | -12.9% | -14.9% |
| 1Y | -0.3% | +17.5% | -17.9% | -19.5% |
| All | +9.2% | +25.9% | -16.7% | -18.4% |
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