+639.7%
CEG vs VIG
+58.3%
+581.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +1.0% |
| 7D | +6.7% | -0.4% | +7.1% | +7.2% |
| 30D | +11.0% | -2.1% | +13.1% | +13.8% |
| 3M | +19.5% | +3.3% | +16.1% | +14.4% |
| 6M | -5.9% | +9.3% | -15.1% | -15.9% |
| YTD | -15.0% | +10.1% | -25.1% | -24.8% |
| 1Y | +0.6% | +14.7% | -14.1% | -15.1% |
| 3Y | +180.6% | +56.9% | +123.7% | +68.5% |
| All | +639.7% | +58.3% | +581.4% | +333.2% |
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