-18.9%
CG vs VT
+12.5%
-31.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -1.0% | -0.8% |
| 7D | +2.0% | -0.1% | +2.1% | +2.4% |
| 30D | +8.5% | -3.1% | +11.6% | +13.2% |
| 3M | -12.1% | -3.5% | -8.6% | -7.7% |
| 6M | -16.4% | +0.5% | -16.9% | -16.9% |
| YTD | -28.0% | +10.8% | -38.7% | -38.1% |
| 1Y | -18.9% | +11.9% | -30.8% | -31.4% |
| All | -18.9% | +12.5% | -31.4% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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