-15.9%
CG vs VIG
+64.1%
-80.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.9% |
| 7D | +2.0% | +1.0% | +1.0% | +0.3% |
| 30D | +8.5% | +4.5% | +4.0% | 0.0% |
| 3M | -12.1% | +2.1% | -14.2% | -15.1% |
| 6M | -16.4% | +10.5% | -26.9% | -30.6% |
| YTD | -28.0% | +15.1% | -43.0% | -44.3% |
| 1Y | -18.9% | +16.9% | -35.8% | -39.0% |
| 3Y | +51.2% | +65.6% | -14.3% | -37.7% |
| 5Y | -15.9% | +64.4% | -80.2% | -63.2% |
| All | -15.9% | +64.1% | -80.0% | -63.2% |
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