+175.2%
CGO vs VT
+215.5%
-40.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +0.9% |
| 7D | -1.6% | -2.3% | +0.7% | +0.6% |
| 30D | -7.6% | -5.0% | -2.6% | -2.9% |
| 3M | -7.8% | -4.9% | -3.0% | -3.2% |
| 6M | -8.5% | -1.5% | -7.0% | -7.0% |
| YTD | +9.7% | +8.5% | +1.3% | +1.7% |
| 1Y | +9.0% | +11.4% | -2.4% | -1.5% |
| 3Y | +78.3% | +70.1% | +8.3% | +6.7% |
| 5Y | +14.9% | +53.7% | -38.9% | -24.5% |
| All | +175.2% | +215.5% | -40.4% | -11.5% |
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