-18.3%
CGABL price history and return analytics
+63.7%
-81.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | +0.3% |
| 7D | -0.6% | -2.0% | +1.4% | +0.3% |
| 30D | -1.6% | -1.4% | -0.2% | -1.0% |
| 3M | 0.0% | +4.7% | -4.7% | -2.1% |
| 6M | -6.7% | +11.4% | -18.0% | -11.4% |
| YTD | -2.6% | +13.1% | -15.7% | -8.3% |
| 1Y | -7.7% | +19.0% | -26.8% | -15.3% |
| 3Y | +20.9% | +73.9% | -53.1% | -10.0% |
| 5Y | -18.3% | +65.4% | -83.7% | -40.1% |
| All | -18.3% | +63.7% | -81.9% | -40.1% |
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