+1,111.7%
CGNX vs VIG
+615.8%
+495.9%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.7% | +3.4% | +3.1% |
| 7D | +3.2% | -1.1% | +4.2% | +4.8% |
| 30D | +6.0% | -2.7% | +8.7% | +10.2% |
| 3M | +3.5% | +2.5% | +1.0% | 0.0% |
| 6M | +26.3% | +9.2% | +17.1% | +12.2% |
| YTD | +79.2% | +9.8% | +69.4% | +57.8% |
| 1Y | +43.8% | +12.4% | +31.4% | +23.1% |
| 3Y | +52.0% | +55.9% | -3.9% | -16.1% |
| 5Y | -24.0% | +63.9% | -88.0% | -60.1% |
| 10Y | +189.1% | +249.1% | -60.0% | -43.9% |
| All | +1,111.7% | +615.8% | +495.9% | -2.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling