+19.6%
CGSD vs VOO
+108.8%
-89.2%
-1.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -0.8% | +3.3% | -4.1% | -0.8% |
| 30D | -0.2% | -2.7% | +2.4% | -0.2% |
| 3M | -0.8% | -1.7% | +1.0% | -0.8% |
| 6M | -0.2% | +3.1% | -3.3% | -0.2% |
| YTD | +0.4% | +11.9% | -11.5% | +0.2% |
| 1Y | +1.3% | +12.1% | -10.8% | +1.1% |
| 3Y | +14.9% | +78.6% | -63.7% | +13.7% |
| All | +19.6% | +108.8% | -89.2% | +17.8% |
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