-57.9%
CGTX vs VT
+21.4%
-79.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -0.6% |
| 7D | 0.0% | +1.0% | -1.0% | -2.6% |
| 30D | -6.5% | -0.2% | -6.2% | -5.7% |
| 3M | -16.5% | +4.5% | -21.1% | -26.7% |
| 6M | -1.9% | +14.1% | -16.0% | -36.3% |
| YTD | -25.2% | +14.8% | -39.9% | -51.9% |
| 1Y | -57.9% | +21.2% | -79.1% | -76.2% |
| All | -57.9% | +21.4% | -79.3% | -76.2% |
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