-73.6%
CGTL vs VOO
+12.1%
-85.7%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.6% |
| 7D | +3.7% | +2.6% | +1.2% | +2.0% |
| 30D | -18.6% | -2.0% | -16.6% | -17.4% |
| 3M | -32.3% | -2.8% | -29.6% | -30.9% |
| 6M | -76.3% | +2.2% | -78.5% | -76.6% |
| YTD | -86.1% | +11.5% | -97.6% | -85.8% |
| 1Y | -73.6% | +13.5% | -87.1% | -75.4% |
| All | -73.6% | +12.1% | -85.7% | -75.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling