+332.4%
CGAU price history and return analytics
+76.6%
+255.8%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.3% |
| 7D | +4.9% | +1.0% | +3.9% | +3.6% |
| 30D | +7.8% | -0.2% | +8.0% | +8.2% |
| 3M | +47.0% | +4.5% | +42.5% | +39.7% |
| 6M | +23.0% | +14.1% | +9.0% | +7.3% |
| YTD | +60.2% | +14.8% | +45.5% | +39.7% |
| 1Y | +159.0% | +21.2% | +137.8% | +115.0% |
| 3Y | +332.4% | +76.6% | +255.8% | +138.3% |
| All | +332.4% | +76.6% | +255.8% | +138.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling