-93.1%
CGTL price history and return analytics
+36.4%
-129.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.2% | -3.6% |
| 7D | -8.8% | -0.1% | -8.6% | -8.7% |
| 30D | +5.5% | -0.7% | +6.1% | +5.6% |
| 3M | -34.8% | +4.0% | -38.8% | -36.3% |
| 6M | -79.8% | +12.3% | -92.1% | -80.7% |
| YTD | -77.3% | +14.0% | -91.3% | -78.1% |
| 1Y | -53.0% | +20.3% | -73.3% | -55.3% |
| All | -93.1% | +36.4% | -129.5% | -92.7% |
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