+11.9%
CGGG vs VT
+29.7%
-17.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +1.3% | +0.4% | +0.8% | +0.7% |
| 30D | -0.8% | +1.0% | -1.7% | -1.9% |
| 3M | -0.6% | +2.4% | -3.0% | -3.3% |
| 6M | +6.3% | +12.0% | -5.7% | -7.3% |
| YTD | +1.3% | +15.3% | -14.1% | -15.0% |
| 1Y | +3.5% | +22.6% | -19.1% | -19.1% |
| All | +11.9% | +29.7% | -17.8% | -17.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling