+82.6%
VOO vs CAG
-42.8%
+125.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.4% |
| 7D | -2.0% | -5.9% | +3.9% | -1.5% |
| 30D | -1.7% | -1.5% | -0.1% | -1.6% |
| 3M | +4.7% | +11.5% | -6.7% | +3.5% |
| 6M | +12.6% | -15.7% | +28.2% | +14.6% |
| YTD | +11.8% | -10.2% | +22.0% | +12.6% |
| 1Y | +17.5% | -18.1% | +35.6% | +19.8% |
| 3Y | +77.0% | -39.4% | +116.4% | +86.4% |
| 5Y | +82.6% | -42.6% | +125.2% | +94.4% |
| All | +82.6% | -42.8% | +125.4% | +94.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling