+78.8%
VOO vs CEG
+681.8%
-603.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.7% | +2.1% | -0.2% |
| 7D | -2.0% | +0.3% | -2.3% | -2.1% |
| 30D | -1.7% | +2.9% | -4.6% | -2.1% |
| 3M | +4.7% | +18.2% | -13.5% | +1.9% |
| 6M | +12.6% | -9.5% | +22.1% | +13.4% |
| YTD | +11.8% | -18.7% | +30.5% | +14.1% |
| 1Y | +17.5% | -10.1% | +27.7% | +17.5% |
| 3Y | +77.0% | +168.3% | -91.4% | +35.2% |
| All | +78.8% | +681.8% | -603.0% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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