+74.9%
CB vs VIG
+67.2%
+7.7%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.9% | +3.5% | -0.5% | +1.2% |
| 30D | +7.3% | +4.9% | +2.4% | +4.8% |
| 3M | +9.4% | +2.5% | +6.9% | +8.1% |
| 6M | +19.6% | +11.0% | +8.6% | +13.5% |
| YTD | +21.5% | +16.0% | +5.5% | +12.5% |
| 1Y | +28.0% | +17.5% | +10.5% | +17.5% |
| 3Y | +74.9% | +67.0% | +7.9% | +38.8% |
| All | +74.9% | +67.2% | +7.7% | +38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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