+34.1%
CGNG vs VT
+42.9%
-8.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +0.1% | -0.1% | +0.3% | +0.3% |
| 30D | -8.8% | -3.1% | -5.7% | -5.4% |
| 3M | -8.6% | -3.5% | -5.1% | -4.7% |
| 6M | -8.6% | +0.5% | -9.1% | -8.4% |
| YTD | +4.4% | +10.8% | -6.4% | -5.0% |
| 1Y | +4.8% | +11.9% | -7.1% | -5.5% |
| All | +34.1% | +42.9% | -8.8% | -3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling