+29.9%
CFG vs VEU
+12.4%
+17.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | +3.2% | +2.1% | +1.1% | +1.9% |
| 30D | +5.1% | -0.9% | +6.0% | +5.7% |
| 3M | -11.2% | -5.4% | -5.9% | -8.4% |
| 6M | +9.6% | -1.8% | +11.3% | +10.0% |
| YTD | +15.0% | +10.9% | +4.0% | +1.4% |
| 1Y | +29.9% | +13.6% | +16.3% | +11.4% |
| All | +29.9% | +12.4% | +17.4% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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