-22.3%
CGABL vs VT
+58.5%
-80.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.0% |
| 7D | -3.2% | +2.9% | -6.1% | -4.5% |
| 30D | -5.1% | -2.5% | -2.6% | -4.1% |
| 3M | -9.5% | -3.3% | -6.2% | -8.2% |
| 6M | -12.5% | +1.5% | -14.0% | -13.3% |
| YTD | -10.1% | +11.4% | -21.4% | -14.8% |
| 1Y | -14.6% | +11.9% | -26.5% | -19.3% |
| 3Y | -1.5% | +73.9% | -75.3% | -27.0% |
| 5Y | -22.3% | +57.9% | -80.2% | -42.7% |
| All | -22.3% | +58.5% | -80.9% | -42.7% |
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