-61.3%
CGTX vs VT
+13.3%
-74.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | -1.8% |
| 7D | -0.9% | -0.7% | -0.2% | +0.9% |
| 30D | -21.0% | -1.7% | -19.3% | -17.3% |
| 3M | -33.6% | -2.3% | -31.3% | -29.5% |
| 6M | -42.6% | +1.5% | -44.1% | -46.8% |
| YTD | -49.9% | +12.0% | -61.9% | -69.4% |
| 1Y | -61.3% | +12.9% | -74.2% | -77.1% |
| All | -61.3% | +13.3% | -74.6% | -77.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling