+58.6%
CGBL vs VT
+81.9%
-23.3%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.2% |
| 7D | -1.3% | -1.1% | -0.2% | -0.5% |
| 30D | -2.1% | -1.0% | -1.1% | -1.4% |
| 3M | +1.1% | +3.2% | -2.1% | -1.2% |
| 6M | +6.3% | +12.5% | -6.2% | -2.4% |
| YTD | +7.4% | +14.1% | -6.7% | -2.5% |
| 1Y | +9.9% | +18.9% | -9.0% | -3.1% |
| All | +58.6% | +81.9% | -23.3% | +3.2% |
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