+5.3%
CGCP vs VT
+79.1%
-73.9%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -0.1% | -0.1% | 0.0% | -0.1% |
| 30D | +1.0% | -3.1% | +4.1% | +1.5% |
| 3M | -1.4% | -3.5% | +2.1% | -0.9% |
| 6M | -2.1% | +0.5% | -2.6% | -2.3% |
| YTD | -1.5% | +10.8% | -12.3% | -3.1% |
| 1Y | -0.9% | +11.9% | -12.8% | -2.6% |
| 3Y | +16.1% | +73.0% | -56.9% | +6.1% |
| All | +5.3% | +79.1% | -73.9% | -4.7% |
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