+312.0%
CGO price history and return analytics
+356.5%
-44.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.1% |
| 7D | +0.3% | +2.4% | -2.1% | -1.7% |
| 30D | -1.8% | -1.5% | -0.3% | -0.5% |
| 3M | -9.7% | -4.1% | -5.6% | -6.4% |
| 6M | -10.0% | +0.6% | -10.5% | -10.2% |
| YTD | +10.0% | +11.0% | -1.0% | +1.0% |
| 1Y | +9.8% | +13.3% | -3.5% | -0.9% |
| 3Y | +76.7% | +73.4% | +3.3% | +11.7% |
| 5Y | +13.9% | +57.4% | -43.6% | -22.6% |
| 10Y | +176.1% | +221.7% | -45.6% | +6.4% |
| All | +312.0% | +356.5% | -44.5% | +18.1% |
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