+403.8%
CGAU vs VT
+217.6%
+186.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.4% |
| 7D | +13.1% | -0.1% | +13.2% | +13.2% |
| 30D | -1.6% | -3.1% | +1.4% | +0.7% |
| 3M | +4.2% | -3.5% | +7.7% | +7.1% |
| 6M | +21.2% | +0.5% | +20.7% | +21.9% |
| YTD | +55.5% | +10.8% | +44.8% | +47.9% |
| 1Y | +85.6% | +11.9% | +73.8% | +75.7% |
| 3Y | +327.3% | +73.0% | +254.3% | +215.1% |
| 5Y | +198.1% | +58.6% | +139.5% | +125.0% |
| 10Y | +403.8% | +219.2% | +184.6% | +105.8% |
| All | +403.8% | +217.6% | +186.2% | +105.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling