+72.1%
CGXU vs VT
+76.6%
-4.5%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.2% |
| 7D | +4.1% | +1.0% | +3.1% | +2.9% |
| 30D | +2.9% | -0.2% | +3.2% | +3.2% |
| 3M | +6.7% | +4.5% | +2.2% | +1.4% |
| 6M | +22.4% | +14.1% | +8.3% | +5.6% |
| YTD | +22.7% | +14.8% | +8.0% | +5.5% |
| 1Y | +32.8% | +21.2% | +11.6% | +7.8% |
| 3Y | +72.1% | +76.6% | -4.4% | -5.8% |
| All | +72.1% | +76.6% | -4.5% | -5.8% |
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