-37.2%
CAG price history and return analytics
+226.9%
-264.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.9% | -1.9% | -2.4% |
| 7D | -5.9% | -2.0% | -3.9% | -5.3% |
| 30D | -1.5% | -1.4% | -0.1% | -1.1% |
| 3M | +11.5% | +4.7% | +6.7% | +9.6% |
| 6M | -15.7% | +11.4% | -27.0% | -19.0% |
| YTD | -10.2% | +13.1% | -23.3% | -14.3% |
| 1Y | -18.1% | +19.0% | -37.1% | -23.3% |
| 3Y | -39.4% | +73.9% | -113.3% | -51.3% |
| 5Y | -42.6% | +65.4% | -108.0% | -53.4% |
| All | -37.2% | +226.9% | -264.1% | -63.4% |
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