+255.3%
CGO vs VOO
+795.4%
-540.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -2.8% |
| 7D | -2.0% | -0.6% | -1.4% | -1.5% |
| 30D | -6.1% | -3.6% | -2.5% | -3.0% |
| 3M | -9.6% | -2.7% | -6.8% | -7.3% |
| 6M | -10.0% | +2.2% | -12.3% | -11.6% |
| YTD | +8.9% | +10.9% | -2.0% | +0.1% |
| 1Y | +8.1% | +11.3% | -3.3% | -1.0% |
| 3Y | +74.7% | +76.9% | -2.2% | +7.7% |
| 5Y | +14.8% | +73.5% | -58.7% | -28.9% |
| 10Y | +173.3% | +307.7% | -134.4% | -17.7% |
| All | +255.3% | +795.4% | -540.1% | -38.1% |
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