-49.2%
CCI vs VIG
+62.2%
-111.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -0.3% | -1.2% | +0.9% | +0.6% |
| 30D | +2.1% | -2.8% | +5.0% | +4.4% |
| 3M | -17.8% | +2.5% | -20.3% | -19.6% |
| 6M | -14.2% | +8.1% | -22.3% | -19.5% |
| YTD | -13.3% | +9.6% | -22.9% | -19.5% |
| 1Y | -16.6% | +14.2% | -30.8% | -25.1% |
| 3Y | -10.8% | +56.1% | -66.9% | -40.5% |
| All | -49.2% | +62.2% | -111.4% | -67.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling