+310.7%
VOO vs CFG
+216.2%
+94.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.6% |
| 7D | +2.6% | +3.2% | -0.6% | +1.6% |
| 30D | -2.0% | +5.1% | -7.1% | -3.5% |
| 3M | -2.8% | -11.2% | +8.5% | +0.7% |
| 6M | +2.2% | +9.6% | -7.4% | -1.0% |
| YTD | +11.5% | +15.0% | -3.4% | +6.1% |
| 1Y | +13.5% | +29.9% | -16.4% | +4.0% |
| 3Y | +78.1% | +192.1% | -114.0% | +24.6% |
| 5Y | +73.1% | +62.3% | +10.8% | +41.4% |
| All | +310.7% | +216.2% | +94.5% | +165.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 CFG 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