+76.9%
VOO vs CEG
+124.8%
-47.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.0% | +2.7% | 0.0% |
| 7D | -0.6% | +1.7% | -2.2% | -0.9% |
| 30D | -3.6% | -10.2% | +6.5% | -2.6% |
| 3M | -2.7% | -0.8% | -1.9% | -3.0% |
| 6M | +2.2% | -11.5% | +13.8% | +3.1% |
| YTD | +10.9% | -23.9% | +34.8% | +13.3% |
| 1Y | +11.3% | -25.4% | +36.7% | +13.8% |
| 3Y | +76.9% | +124.2% | -47.3% | +54.9% |
| All | +76.9% | +124.8% | -47.8% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling