+64.8%
CF vs VIG
+67.1%
-2.3%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.6% |
| 7D | +4.8% | +1.0% | +3.8% | +4.5% |
| 30D | +9.7% | +4.5% | +5.2% | +8.6% |
| 3M | +1.2% | +2.1% | -0.8% | +0.7% |
| 6M | +7.4% | +10.5% | -3.1% | +4.6% |
| YTD | +60.5% | +15.1% | +45.4% | +53.8% |
| 1Y | +50.7% | +16.9% | +33.9% | +43.0% |
| 3Y | +64.8% | +65.6% | -0.8% | +17.3% |
| All | +64.8% | +67.1% | -2.3% | +17.3% |
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