+39.6%
CGXU vs VT
+79.1%
-39.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | -0.4% | -0.1% | -0.3% | -0.2% |
| 30D | -8.3% | -3.1% | -5.2% | -4.8% |
| 3M | -10.2% | -3.5% | -6.7% | -6.2% |
| 6M | -6.4% | +0.5% | -6.9% | -6.3% |
| YTD | +6.8% | +10.8% | -4.0% | -3.4% |
| 1Y | +8.1% | +11.9% | -3.8% | -3.3% |
| 3Y | +54.4% | +73.0% | -18.6% | -12.6% |
| All | +39.6% | +79.1% | -39.5% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling