-5.4%
CTGO vs VT
+223.7%
-229.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.6% | +3.8% | +5.1% |
| 7D | +17.8% | +0.4% | +17.4% | +17.7% |
| 30D | -1.1% | -2.6% | +1.5% | +0.4% |
| 3M | -15.0% | -3.2% | -11.7% | -13.3% |
| 6M | -39.1% | +0.9% | -40.1% | -38.8% |
| YTD | -37.3% | +11.3% | -48.6% | -39.0% |
| 1Y | -24.0% | +14.0% | -38.0% | -26.6% |
| 3Y | -11.0% | +75.8% | -86.8% | -23.2% |
| 5Y | -19.3% | +57.8% | -77.1% | -28.4% |
| 10Y | -5.4% | +219.8% | -225.2% | -12.9% |
| All | -5.4% | +223.7% | -229.1% | -12.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling