+52.0%
CGNX vs VIG
+55.8%
-3.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +2.9% |
| 7D | +3.2% | -1.1% | +4.2% | +5.1% |
| 30D | +6.0% | -2.7% | +8.7% | +11.0% |
| 3M | +3.5% | +2.5% | +1.0% | -0.8% |
| 6M | +26.3% | +9.2% | +17.1% | +9.5% |
| YTD | +79.2% | +9.8% | +69.4% | +53.2% |
| 1Y | +43.8% | +12.4% | +31.4% | +18.6% |
| 3Y | +52.0% | +55.9% | -3.9% | -26.9% |
| All | +52.0% | +55.8% | -3.9% | -26.9% |
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