-92.8%
CGTL price history and return analytics
+37.3%
-130.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.6% |
| 7D | -5.4% | +1.0% | -6.4% | -5.7% |
| 30D | +3.7% | -0.2% | +3.9% | +3.7% |
| 3M | -26.5% | +4.5% | -31.1% | -28.3% |
| 6M | -78.4% | +14.1% | -92.4% | -79.4% |
| YTD | -76.4% | +14.8% | -91.1% | -77.3% |
| 1Y | -46.7% | +21.2% | -67.9% | -49.4% |
| All | -92.8% | +37.3% | -130.1% | -92.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling