+72.8%
CIG vs VOO
+812.0%
-739.2%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.6% | +5.2% | +5.2% |
| 7D | +8.7% | +0.5% | +8.2% | +8.1% |
| 30D | +6.7% | -0.9% | +7.6% | +7.7% |
| 3M | +12.1% | +3.9% | +8.2% | +7.6% |
| 6M | +8.7% | +14.5% | -5.8% | -5.6% |
| YTD | +19.0% | +13.0% | +6.1% | +4.8% |
| 1Y | +17.8% | +19.4% | -1.6% | -2.0% |
| 3Y | +77.2% | +78.9% | -1.7% | -6.3% |
| 5Y | +113.4% | +82.3% | +31.1% | +6.9% |
| 10Y | +136.0% | +314.2% | -178.2% | -53.6% |
| All | +72.8% | +812.0% | -739.2% | -81.5% |
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 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