+84.8%
CGGR vs VT
+75.4%
+9.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.8% |
| 7D | -1.8% | -2.3% | +0.5% | +1.1% |
| 30D | -7.3% | -5.0% | -2.3% | -1.1% |
| 3M | -3.8% | -4.9% | +1.1% | +2.5% |
| 6M | -2.5% | -1.5% | -1.0% | -0.4% |
| YTD | +0.8% | +8.5% | -7.7% | -8.8% |
| 1Y | +3.2% | +11.4% | -8.2% | -9.6% |
| 3Y | +80.2% | +70.1% | +10.1% | -6.1% |
| All | +84.8% | +75.4% | +9.4% | -1.7% |
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