-39.1%
CAG price history and return analytics
+222.7%
-261.7%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | -6.2% | +2.9% | -9.1% | -7.0% |
| 30D | +7.4% | -2.5% | +9.9% | +8.1% |
| 3M | -1.6% | -3.3% | +1.7% | -0.7% |
| 6M | +6.3% | +1.5% | +4.8% | +5.3% |
| YTD | -10.1% | +11.4% | -21.4% | -13.9% |
| 1Y | -10.2% | +11.9% | -22.2% | -14.3% |
| 3Y | -37.3% | +73.9% | -111.2% | -49.7% |
| 5Y | -41.6% | +57.9% | -99.5% | -51.7% |
| All | -39.1% | +222.7% | -261.7% | -63.8% |
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