-71.4%
CGNT vs VT
+84.8%
-156.2%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.2% |
| 7D | -2.5% | +1.0% | -3.5% | -3.7% |
| 30D | -10.5% | -0.2% | -10.3% | -10.2% |
| 3M | -9.2% | +4.5% | -13.7% | -14.5% |
| 6M | -5.3% | +14.1% | -19.4% | -20.3% |
| YTD | -12.4% | +14.8% | -27.2% | -27.1% |
| 1Y | -13.6% | +21.2% | -34.8% | -33.2% |
| 3Y | +75.1% | +76.6% | -1.5% | -18.1% |
| 5Y | -68.8% | +66.6% | -135.3% | -84.3% |
| All | -71.4% | +84.8% | -156.2% | -87.7% |
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 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