+320.0%
CGAU vs VT
+75.6%
+244.4%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.2% | -5.5% |
| 7D | -0.6% | -0.7% | +0.1% | +0.1% |
| 30D | -5.4% | -1.7% | -3.6% | -3.1% |
| 3M | -1.6% | -2.3% | +0.7% | +1.7% |
| 6M | +14.2% | +1.5% | +12.7% | +13.3% |
| YTD | +49.3% | +12.0% | +37.3% | +33.9% |
| 1Y | +77.0% | +12.9% | +64.1% | +57.8% |
| All | +320.0% | +75.6% | +244.4% | +115.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling