-21.5%
CG vs VT
+53.2%
-74.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -4.1% | -2.5% | +0.6% |
| 7D | -1.5% | -4.2% | +2.7% | +6.2% |
| 30D | +2.8% | -5.8% | +8.6% | +14.1% |
| 3M | -19.2% | -5.2% | -14.0% | -11.3% |
| 6M | -21.0% | +0.1% | -21.1% | -21.6% |
| YTD | -31.0% | +8.2% | -39.2% | -40.4% |
| 1Y | -21.1% | +10.1% | -31.2% | -33.9% |
| 3Y | +48.8% | +69.7% | -20.9% | -39.9% |
| 5Y | -21.5% | +53.4% | -74.9% | -58.6% |
| All | -21.5% | +53.2% | -74.7% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling