+480.2%
CGAU vs VT
+374.2%
+106.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -2.2% | +0.4% | -2.7% | -2.4% |
| 30D | +18.1% | +1.0% | +17.1% | +17.6% |
| 3M | +36.0% | +2.4% | +33.6% | +34.9% |
| 6M | +19.4% | +12.0% | +7.4% | +14.0% |
| YTD | +60.8% | +15.3% | +45.5% | +51.8% |
| 1Y | +178.1% | +22.6% | +155.5% | +155.8% |
| 3Y | +315.5% | +74.7% | +240.8% | +228.2% |
| 5Y | +251.6% | +66.1% | +185.5% | +182.4% |
| 10Y | +400.6% | +225.0% | +175.6% | +209.2% |
| All | +480.2% | +374.2% | +106.0% | +166.5% |
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