+310.7%
VOO vs CG
+278.5%
+32.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.7% |
| 7D | +2.6% | +0.2% | +2.4% | +2.4% |
| 30D | -2.0% | +11.2% | -13.2% | -5.5% |
| 3M | -2.8% | -22.1% | +19.3% | +4.9% |
| 6M | +2.2% | -17.9% | +20.1% | +7.8% |
| YTD | +11.5% | -31.3% | +42.8% | +23.5% |
| 1Y | +13.5% | -24.0% | +37.5% | +21.3% |
| 3Y | +78.1% | +45.0% | +33.1% | +45.6% |
| 5Y | +73.1% | -22.6% | +95.8% | +69.3% |
| All | +310.7% | +278.5% | +32.2% | +148.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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