-70.6%
CGNT vs VT
+80.4%
-151.0%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -1.2% |
| 7D | -4.1% | -0.7% | -3.4% | -2.9% |
| 30D | -3.3% | -1.7% | -1.6% | -0.8% |
| 3M | -9.5% | -2.3% | -7.2% | -6.6% |
| 6M | -21.9% | +1.5% | -23.4% | -23.5% |
| YTD | -9.8% | +12.0% | -21.8% | -22.4% |
| 1Y | -0.7% | +12.9% | -13.6% | -15.6% |
| 3Y | +104.3% | +74.9% | +29.4% | -3.2% |
| 5Y | -61.1% | +59.9% | -121.1% | -79.4% |
| All | -70.6% | +80.4% | -151.0% | -86.9% |
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