+211.0%
CGEM price history and return analytics
+19.6%
+191.4%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.9% | -2.8% | -3.0% |
| 7D | -6.8% | -1.1% | -5.7% | -5.5% |
| 30D | +5.1% | -1.0% | +6.0% | +6.4% |
| 3M | +58.6% | +3.2% | +55.5% | +52.2% |
| 6M | +43.9% | +12.5% | +31.4% | +24.1% |
| YTD | +98.9% | +14.1% | +84.9% | +64.3% |
| 1Y | +211.0% | +18.9% | +192.1% | +130.9% |
| All | +211.0% | +19.6% | +191.4% | +130.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling