+83.9%
CAG price history and return analytics
+346.0%
-262.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -2.0% | -1.8% |
| 7D | +5.8% | -2.3% | +8.1% | +6.7% |
| 30D | +16.4% | -5.0% | +21.3% | +18.4% |
| 3M | +3.8% | -4.9% | +8.7% | +5.5% |
| 6M | +10.8% | -1.5% | +12.4% | +10.9% |
| YTD | -5.8% | +8.5% | -14.3% | -9.4% |
| 1Y | -2.4% | +11.4% | -13.8% | -7.1% |
| 3Y | -33.4% | +70.1% | -103.5% | -46.9% |
| 5Y | -39.4% | +53.7% | -93.2% | -50.2% |
| 10Y | -37.5% | +220.0% | -257.4% | -62.6% |
| All | +83.9% | +346.0% | -262.1% | -13.8% |
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 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