+78.8%
VOO vs CAG
-37.1%
+115.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.9% | +1.6% | -0.4% |
| 7D | +3.3% | -6.2% | +9.5% | +3.2% |
| 30D | -2.7% | +7.4% | -10.1% | -2.7% |
| 3M | -1.7% | -1.6% | -0.1% | -1.7% |
| 6M | +3.1% | +6.3% | -3.2% | +3.1% |
| YTD | +11.9% | -10.1% | +22.0% | +12.2% |
| 1Y | +12.1% | -10.2% | +22.3% | +12.3% |
| All | +78.8% | -37.1% | +115.9% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 3y: compounded portfolio wealth divided by compounded CAG 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…
3y analysis · Full analysis span regression · 6 months rolling