+38.2%
CFG vs VIG
+14.1%
+24.1%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.1% |
| 7D | -0.6% | -1.2% | +0.6% | +1.2% |
| 30D | -4.5% | -2.8% | -1.7% | -0.3% |
| 3M | +6.3% | +2.5% | +3.9% | +2.4% |
| 6M | +20.6% | +8.1% | +12.5% | +6.9% |
| YTD | +21.2% | +9.6% | +11.7% | +5.3% |
| 1Y | +38.2% | +14.2% | +24.0% | +15.5% |
| All | +38.2% | +14.1% | +24.1% | +15.5% |
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 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