+71.8%
CB vs VIG
+62.5%
+9.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | +0.2% | -1.8% | +2.0% | +1.1% |
| 30D | +9.1% | +2.7% | +6.4% | +7.7% |
| 3M | +3.4% | 0.0% | +3.4% | +3.4% |
| 6M | +14.1% | +6.8% | +7.3% | +10.3% |
| YTD | +18.0% | +12.1% | +6.0% | +11.1% |
| 1Y | +30.1% | +14.8% | +15.3% | +20.7% |
| 3Y | +71.8% | +62.4% | +9.4% | +35.5% |
| All | +71.8% | +62.5% | +9.3% | +35.5% |
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