+260.8%
CGAU vs VT
+66.2%
+194.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.2% | +0.4% | -2.7% | -2.6% |
| 30D | +18.1% | +1.0% | +17.1% | +17.0% |
| 3M | +36.0% | +2.4% | +33.6% | +33.4% |
| 6M | +19.4% | +12.0% | +7.4% | +7.9% |
| YTD | +60.8% | +15.3% | +45.5% | +41.9% |
| 1Y | +178.1% | +22.6% | +155.5% | +132.9% |
| 3Y | +315.5% | +74.7% | +240.8% | +151.7% |
| All | +260.8% | +66.2% | +194.7% | +110.6% |
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