+55.4%
CG vs VIG
+57.1%
-1.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -0.5% |
| 7D | -1.3% | -0.4% | -0.9% | -0.4% |
| 30D | -3.2% | -2.1% | -1.1% | +1.3% |
| 3M | +6.2% | +3.3% | +2.9% | -0.3% |
| 6M | -4.7% | +9.3% | -13.9% | -20.3% |
| YTD | -20.6% | +10.1% | -30.8% | -34.3% |
| 1Y | -26.4% | +14.7% | -41.1% | -43.7% |
| 3Y | +55.4% | +56.9% | -1.6% | -30.7% |
| All | +55.4% | +57.1% | -1.7% | -30.7% |
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 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