+296.5%
CGO vs VOO
+817.1%
-520.6%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +2.7% | +0.1% | +2.6% | +2.6% |
| 3M | -4.1% | +2.0% | -6.1% | -5.7% |
| 6M | +13.8% | +13.0% | +0.7% | +2.8% |
| YTD | +21.5% | +13.6% | +7.9% | +9.3% |
| 1Y | +20.8% | +20.1% | +0.7% | +3.6% |
| 3Y | +84.2% | +77.6% | +6.7% | +13.1% |
| 5Y | +22.2% | +82.4% | -60.2% | -27.6% |
| 10Y | +186.8% | +316.8% | -130.1% | -15.3% |
| All | +296.5% | +817.1% | -520.6% | -32.4% |
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 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