+331.2%
CG price history and return analytics
+222.7%
+108.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.0% |
| 7D | -6.4% | -0.1% | -6.3% | -6.2% |
| 30D | -7.1% | -0.7% | -6.4% | -6.0% |
| 3M | -1.6% | +4.0% | -5.6% | -7.1% |
| 6M | -8.3% | +12.3% | -20.6% | -23.2% |
| YTD | -23.8% | +14.0% | -37.8% | -37.4% |
| 1Y | -28.7% | +20.3% | -49.0% | -45.9% |
| 3Y | +49.2% | +75.4% | -26.3% | -32.1% |
| 5Y | +5.5% | +66.0% | -60.4% | -45.7% |
| 10Y | +331.2% | +228.2% | +103.0% | +1.9% |
| All | +331.2% | +222.7% | +108.6% | +1.9% |
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 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