+49.1%
CI vs VIG
+62.2%
-13.1%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.4% | +1.2% |
| 7D | -1.1% | -1.2% | +0.1% | -0.3% |
| 30D | +0.5% | -2.8% | +3.3% | +2.4% |
| 3M | -5.2% | +2.5% | -7.6% | -6.7% |
| 6M | +4.3% | +8.1% | -3.8% | -1.0% |
| YTD | +2.8% | +9.6% | -6.8% | -3.4% |
| 1Y | -5.8% | +14.2% | -20.0% | -13.8% |
| 3Y | +4.7% | +56.1% | -51.4% | -24.4% |
| All | +49.1% | +62.2% | -13.1% | +3.1% |
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