+50.3%
CTGO vs VT
+352.2%
-301.9%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.8% | -1.1% |
| 7D | +0.2% | -4.2% | +4.4% | +1.5% |
| 30D | -13.3% | -5.8% | -7.5% | -11.7% |
| 3M | -18.2% | -5.2% | -13.0% | -16.8% |
| 6M | -35.4% | +0.1% | -35.6% | -35.0% |
| YTD | -43.7% | +8.2% | -51.9% | -44.0% |
| 1Y | -28.0% | +10.1% | -38.1% | -28.7% |
| 3Y | -19.6% | +69.7% | -89.2% | -24.7% |
| 5Y | -26.5% | +53.4% | -79.9% | -30.5% |
| 10Y | -11.2% | +219.2% | -230.4% | -19.1% |
| All | +50.3% | +352.2% | -301.9% | +12.5% |
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