+451.4%
CGAU vs VT
+346.0%
+105.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.2% |
| 7D | +7.8% | -2.3% | +10.1% | +9.1% |
| 30D | +3.0% | -5.0% | +7.9% | +5.7% |
| 3M | +10.2% | -4.9% | +15.1% | +13.2% |
| 6M | +21.6% | -1.5% | +23.1% | +23.3% |
| YTD | +52.8% | +8.5% | +44.3% | +48.8% |
| 1Y | +93.5% | +11.4% | +82.1% | +86.5% |
| 3Y | +290.2% | +70.1% | +220.1% | +213.5% |
| 5Y | +207.7% | +53.7% | +154.0% | +156.7% |
| 10Y | +387.4% | +220.0% | +167.5% | +205.4% |
| All | +451.4% | +346.0% | +105.3% | +161.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling