-95.8%
CGTL vs VOO
+29.9%
-125.8%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.3% |
| 7D | -6.1% | -0.9% | -5.2% | -5.9% |
| 30D | -27.2% | -2.3% | -24.9% | -26.8% |
| 3M | -36.8% | -1.2% | -35.6% | -36.6% |
| 6M | -90.1% | +3.3% | -93.4% | -90.1% |
| YTD | -86.2% | +12.3% | -98.5% | -86.4% |
| 1Y | -70.2% | +12.5% | -82.7% | -70.7% |
| All | -95.8% | +29.9% | -125.8% | -95.1% |
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