+25.3%
CGVV price history and return analytics
+28.3%
-2.9%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | 0.0% |
| 7D | -1.7% | -1.1% | -0.6% | -0.7% |
| 30D | -2.6% | -1.0% | -1.6% | -1.7% |
| 3M | +4.8% | +3.2% | +1.6% | +2.0% |
| 6M | +15.1% | +12.5% | +2.6% | +3.4% |
| YTD | +17.8% | +14.1% | +3.7% | +4.4% |
| 1Y | +18.8% | +18.9% | -0.1% | +1.2% |
| All | +25.3% | +28.3% | -2.9% | -0.4% |
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 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