+78.1%
VOO vs CG
+46.4%
+31.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.6% |
| 7D | +2.6% | +0.2% | +2.4% | +2.5% |
| 30D | -2.0% | +11.2% | -13.2% | -4.7% |
| 3M | -2.8% | -22.1% | +19.3% | +3.3% |
| 6M | +2.2% | -17.9% | +20.1% | +6.8% |
| YTD | +11.5% | -31.3% | +42.8% | +21.3% |
| 1Y | +13.5% | -24.0% | +37.5% | +19.8% |
| 3Y | +78.1% | +45.0% | +33.1% | +59.2% |
| All | +78.1% | +46.4% | +31.7% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling