+36.4%
CGV vs VT
+80.7%
-44.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +0.1% |
| 7D | -3.8% | -4.2% | +0.3% | -1.0% |
| 30D | -5.4% | -5.8% | +0.4% | -1.5% |
| 3M | -5.2% | -5.2% | 0.0% | -1.7% |
| 6M | -8.1% | +0.1% | -8.3% | -8.2% |
| YTD | +4.8% | +8.2% | -3.4% | -0.5% |
| 1Y | +10.1% | +10.1% | -0.1% | +3.3% |
| 3Y | +35.4% | +69.7% | -34.2% | -1.3% |
| All | +36.4% | +80.7% | -44.3% | -3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling