-93.4%
CGTL vs VOO
+30.4%
-123.8%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.8% | -5.1% | -4.4% |
| 7D | -11.1% | -0.8% | -10.3% | -10.9% |
| 30D | +5.8% | -1.1% | +6.8% | +5.9% |
| 3M | -42.3% | +3.9% | -46.2% | -42.9% |
| 6M | -80.8% | +13.6% | -94.4% | -81.2% |
| YTD | -78.4% | +12.7% | -91.1% | -78.7% |
| 1Y | -63.0% | +17.6% | -80.6% | -63.7% |
| All | -93.4% | +30.4% | -123.8% | -92.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling