+88.1%
CGNT vs VT
+69.7%
+18.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.3% |
| 7D | -14.9% | -2.3% | -12.6% | -12.4% |
| 30D | -7.2% | -5.0% | -2.3% | -1.3% |
| 3M | -10.4% | -4.9% | -5.5% | -4.8% |
| 6M | -23.5% | -1.5% | -21.9% | -22.0% |
| YTD | -13.9% | +8.5% | -22.4% | -22.1% |
| 1Y | -3.3% | +11.4% | -14.7% | -15.5% |
| 3Y | +88.1% | +70.1% | +18.1% | +1.8% |
| All | +88.1% | +69.7% | +18.4% | +1.8% |
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