+106.3%
CIG vs VOO
+80.3%
+26.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +2.2% |
| 7D | +2.8% | -2.0% | +4.8% | +4.0% |
| 30D | +12.2% | -1.7% | +13.8% | +13.3% |
| 3M | +10.1% | +4.7% | +5.4% | +7.1% |
| 6M | +2.6% | +12.6% | -10.0% | -4.4% |
| YTD | +17.4% | +11.8% | +5.7% | +9.9% |
| 1Y | +15.7% | +17.5% | -1.8% | +5.3% |
| 3Y | +74.8% | +77.0% | -2.2% | +23.7% |
| 5Y | +106.3% | +82.6% | +23.7% | +42.5% |
| All | +106.3% | +80.3% | +26.0% | +42.5% |
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