-68.4%
CGTL vs VOO
+17.3%
-85.7%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | -8.0% | -2.0% | -6.0% | -7.0% |
| 30D | +3.6% | -1.7% | +5.3% | +4.4% |
| 3M | -42.5% | +4.7% | -47.2% | -45.2% |
| 6M | -79.8% | +12.6% | -92.4% | -81.1% |
| YTD | -77.4% | +11.8% | -89.2% | -78.0% |
| 1Y | -68.4% | +17.5% | -85.9% | -66.1% |
| All | -68.4% | +17.3% | -85.7% | -66.1% |
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 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