-7.3%
CMG vs VUG
+12.0%
-19.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.5% |
| 7D | -3.8% | -1.9% | -2.0% | -3.0% |
| 30D | +12.9% | -1.6% | +14.5% | +13.6% |
| 3M | +18.8% | +4.4% | +14.4% | +15.3% |
| 6M | +4.1% | +13.2% | -9.1% | -6.9% |
| YTD | -2.4% | +7.5% | -9.8% | -9.7% |
| All | -7.3% | +12.0% | -19.2% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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