+416.9%
CGAU vs VT
+215.5%
+201.3%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | +7.8% | -2.3% | +10.1% | +9.6% |
| 30D | +3.0% | -5.0% | +7.9% | +6.8% |
| 3M | +10.2% | -4.9% | +15.1% | +14.4% |
| 6M | +21.6% | -1.5% | +23.1% | +24.0% |
| YTD | +52.8% | +8.5% | +44.3% | +47.3% |
| 1Y | +93.5% | +11.4% | +82.1% | +83.9% |
| 3Y | +290.2% | +70.1% | +220.1% | +191.1% |
| 5Y | +207.7% | +53.7% | +154.0% | +136.5% |
| All | +416.9% | +215.5% | +201.3% | +111.9% |
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