-18.3%
CGABL vs VT
+66.2%
-84.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.9% | +0.4% | -1.3% | -1.1% |
| 30D | -0.9% | +1.0% | -1.9% | -1.4% |
| 3M | +0.4% | +2.4% | -2.0% | -0.8% |
| 6M | -6.1% | +12.0% | -18.1% | -11.0% |
| YTD | -2.0% | +15.3% | -17.3% | -8.5% |
| 1Y | -8.4% | +22.6% | -31.0% | -17.0% |
| 3Y | +16.8% | +74.7% | -57.9% | -13.0% |
| All | -18.3% | +66.2% | -84.5% | -40.3% |
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