+168.7%
CGAU vs VT
+58.5%
+110.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.0% | -4.0% |
| 7D | -4.7% | +2.9% | -7.5% | -7.5% |
| 30D | -7.2% | -2.5% | -4.7% | -4.5% |
| 3M | -6.4% | -3.3% | -3.1% | -2.7% |
| 6M | +8.2% | +1.5% | +6.7% | +7.7% |
| YTD | +42.4% | +11.4% | +31.0% | +30.4% |
| 1Y | +64.6% | +11.9% | +52.7% | +50.4% |
| 3Y | +291.1% | +73.9% | +217.2% | +137.2% |
| 5Y | +168.7% | +57.9% | +110.8% | +60.0% |
| All | +168.7% | +58.5% | +110.2% | +60.0% |
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