+86.5%
CGGR vs VT
+77.9%
+8.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +0.4% | +0.4% | 0.0% | -0.2% |
| 30D | +0.9% | +1.0% | -0.1% | -0.3% |
| 3M | 0.0% | +2.4% | -2.4% | -2.8% |
| 6M | +9.4% | +12.0% | -2.6% | -5.0% |
| YTD | +6.2% | +15.3% | -9.2% | -11.2% |
| 1Y | +10.8% | +22.6% | -11.7% | -14.2% |
| All | +86.5% | +77.9% | +8.7% | -7.3% |
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 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