-31.2%
CGEM price history and return analytics
+86.8%
-118.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.8% | -3.2% |
| 7D | -6.8% | -1.1% | -5.7% | -5.4% |
| 30D | +5.1% | -1.0% | +6.0% | +6.5% |
| 3M | +58.6% | +3.2% | +55.5% | +51.5% |
| 6M | +43.9% | +12.5% | +31.4% | +22.0% |
| YTD | +98.9% | +14.1% | +84.9% | +64.9% |
| 1Y | +211.0% | +18.9% | +192.1% | +143.7% |
| 3Y | +94.6% | +74.1% | +20.5% | -10.0% |
| 5Y | -28.4% | +66.9% | -95.2% | -61.7% |
| All | -31.2% | +86.8% | -118.0% | -70.7% |
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