-11.7%
CGABL price history and return analytics
+78.4%
-90.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -0.3% | -1.1% | +0.9% | +0.2% |
| 30D | -1.6% | -1.0% | -0.6% | -1.2% |
| 3M | 0.0% | +3.2% | -3.1% | -1.4% |
| 6M | -6.5% | +12.5% | -18.9% | -11.5% |
| YTD | -2.2% | +14.1% | -16.3% | -8.1% |
| 1Y | -7.8% | +18.9% | -26.7% | -15.1% |
| 3Y | +21.2% | +74.1% | -52.8% | -9.0% |
| 5Y | -17.9% | +66.9% | -84.8% | -39.6% |
| All | -11.7% | +78.4% | -90.2% | -35.3% |
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