+132.3%
CIGI vs VOO
+325.3%
-193.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.5% |
| 7D | -5.7% | -0.8% | -5.0% | -4.9% |
| 30D | -7.4% | -1.1% | -6.4% | -6.3% |
| 3M | -3.7% | +3.9% | -7.6% | -7.5% |
| 6M | -14.8% | +13.6% | -28.4% | -25.5% |
| YTD | -36.4% | +12.7% | -49.1% | -43.8% |
| 1Y | -44.4% | +17.6% | -62.0% | -53.0% |
| 3Y | -18.7% | +77.3% | -96.0% | -54.8% |
| 5Y | -28.4% | +84.1% | -112.5% | -61.6% |
| All | +132.3% | +325.3% | -193.0% | -35.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling