+19.5%
CGMU vs VOO
+110.2%
-90.7%
-4.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -0.8% | -0.8% | -0.1% | -0.8% |
| 30D | -2.1% | -1.1% | -1.0% | -2.0% |
| 3M | -2.3% | +3.9% | -6.1% | -2.4% |
| 6M | -2.0% | +13.6% | -15.6% | -2.6% |
| YTD | -0.8% | +12.7% | -13.5% | -1.4% |
| 1Y | +0.8% | +17.6% | -16.8% | 0.0% |
| 3Y | +12.1% | +77.3% | -65.3% | +8.5% |
| All | +19.5% | +110.2% | -90.7% | +14.5% |
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 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