+412.4%
CGAU price history and return analytics
+356.5%
+55.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | 0.0% | -0.1% |
| 7D | -7.1% | +2.4% | -9.4% | -8.1% |
| 30D | -3.9% | -1.5% | -2.4% | -3.1% |
| 3M | -4.5% | -4.1% | -0.4% | -2.3% |
| 6M | +7.8% | +0.6% | +7.2% | +8.2% |
| YTD | +42.0% | +11.0% | +31.0% | +36.8% |
| 1Y | +68.0% | +13.3% | +54.6% | +60.4% |
| 3Y | +299.5% | +73.4% | +226.1% | +217.9% |
| 5Y | +168.1% | +57.4% | +110.6% | +121.1% |
| 10Y | +415.6% | +221.7% | +193.9% | +221.6% |
| All | +412.4% | +356.5% | +55.9% | +140.1% |
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 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