-41.3%
CAG price history and return analytics
+66.2%
-107.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -5.3% | +1.0% | -6.3% | -5.5% |
| 30D | +1.0% | -0.2% | +1.2% | +1.0% |
| 3M | +17.4% | +4.5% | +12.8% | +16.2% |
| 6M | -16.8% | +14.1% | -30.9% | -19.3% |
| YTD | -6.8% | +14.8% | -21.5% | -9.8% |
| 1Y | -15.4% | +21.2% | -36.6% | -19.2% |
| 3Y | -37.1% | +76.6% | -113.7% | -46.3% |
| 5Y | -41.3% | +66.6% | -107.8% | -50.9% |
| All | -41.3% | +66.2% | -107.5% | -50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling