-24.0%
CG vs VEU
+12.4%
-36.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.1% |
| 7D | +0.2% | +2.1% | -1.9% | -1.6% |
| 30D | +11.2% | -0.9% | +12.1% | +12.2% |
| 3M | -22.1% | -5.4% | -16.7% | -18.1% |
| 6M | -17.9% | -1.8% | -16.1% | -16.6% |
| YTD | -31.3% | +10.9% | -42.2% | -42.4% |
| 1Y | -24.0% | +13.6% | -37.5% | -38.9% |
| All | -24.0% | +12.4% | -36.4% | -38.9% |
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