+5.5%
CG vs VEU
+56.2%
-50.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -2.9% |
| 7D | -6.4% | +0.3% | -6.7% | -6.8% |
| 30D | -7.1% | +0.7% | -7.7% | -7.9% |
| 3M | -1.6% | +4.7% | -6.3% | -8.4% |
| 6M | -8.3% | +11.6% | -20.0% | -23.6% |
| YTD | -23.8% | +16.8% | -40.6% | -41.1% |
| 1Y | -28.7% | +24.9% | -53.6% | -50.5% |
| 3Y | +49.2% | +75.7% | -26.6% | -39.7% |
| 5Y | +5.5% | +56.1% | -50.6% | -43.4% |
| All | +5.5% | +56.2% | -50.7% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling