+93.7%
CGGR price history and return analytics
+85.6%
+8.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | +0.1% |
| 7D | +1.2% | +1.0% | +0.2% | 0.0% |
| 30D | 0.0% | -0.2% | +0.2% | +0.3% |
| 3M | +2.6% | +4.5% | -1.9% | -2.8% |
| 6M | +11.1% | +14.1% | -3.0% | -5.7% |
| YTD | +5.6% | +14.8% | -9.1% | -11.0% |
| 1Y | +9.1% | +21.2% | -12.1% | -14.1% |
| 3Y | +85.9% | +76.6% | +9.3% | -7.6% |
| All | +93.7% | +85.6% | +8.1% | -4.0% |
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