+17.6%
VOO vs CEG
-10.5%
+28.1%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.3% | +0.9% |
| 7D | -0.8% | -4.8% | +4.0% | -0.3% |
| 30D | -1.1% | +2.3% | -3.4% | -1.3% |
| 3M | +3.9% | +15.6% | -11.7% | +2.2% |
| 6M | +13.6% | -5.0% | +18.6% | +13.5% |
| YTD | +12.7% | -19.0% | +31.7% | +14.2% |
| 1Y | +17.6% | -10.0% | +27.5% | +17.8% |
| All | +17.6% | -10.5% | +28.1% | +17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling