+3.5%
CTGO vs VOO
+80.3%
-76.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -3.9% | -4.2% |
| 7D | -6.3% | -2.0% | -4.3% | -5.3% |
| 30D | -5.3% | -1.7% | -3.6% | -4.4% |
| 3M | +26.2% | +4.7% | +21.5% | +23.7% |
| 6M | -30.3% | +12.6% | -42.8% | -33.2% |
| YTD | -28.5% | +11.8% | -40.3% | -31.4% |
| 1Y | -12.8% | +17.5% | -30.3% | -17.6% |
| 3Y | +6.8% | +77.0% | -70.2% | -5.0% |
| 5Y | +3.5% | +82.6% | -79.1% | -12.1% |
| All | +3.5% | +80.3% | -76.9% | -12.1% |
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 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