+659.0%
CIGI vs VOO
+812.0%
-153.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.2% |
| 7D | -3.9% | +0.5% | -4.4% | -4.3% |
| 30D | -6.1% | -0.9% | -5.2% | -5.3% |
| 3M | -1.4% | +3.9% | -5.3% | -5.1% |
| 6M | -17.7% | +14.5% | -32.3% | -27.9% |
| YTD | -35.1% | +13.0% | -48.0% | -42.2% |
| 1Y | -42.7% | +19.4% | -62.1% | -51.5% |
| 3Y | -15.8% | +78.9% | -94.7% | -51.1% |
| 5Y | -29.4% | +82.3% | -111.7% | -59.4% |
| 10Y | +129.8% | +314.2% | -184.4% | -32.5% |
| All | +659.0% | +812.0% | -153.0% | +25.4% |
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