+61.7%
CF vs VIG
+16.9%
+44.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.8% | -3.7% |
| 7D | +6.0% | -0.4% | +6.4% | +5.6% |
| 30D | +14.8% | -1.0% | +15.8% | +13.9% |
| 3M | +14.1% | +2.8% | +11.3% | +16.9% |
| 6M | +28.5% | +8.2% | +20.3% | +44.1% |
| YTD | +74.9% | +11.0% | +63.9% | +93.1% |
| 1Y | +61.7% | +16.1% | +45.5% | +76.0% |
| All | +61.7% | +16.9% | +44.8% | +76.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling