+5.6%
CNC vs VIG
+63.0%
-57.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.8% | +1.1% |
| 7D | -0.9% | -1.1% | +0.1% | -0.2% |
| 30D | -1.0% | -2.7% | +1.8% | +1.0% |
| 3M | +4.5% | +2.5% | +2.0% | +2.7% |
| 6M | +85.2% | +9.2% | +76.0% | +74.0% |
| YTD | +61.4% | +9.8% | +51.6% | +51.0% |
| 1Y | +94.9% | +12.4% | +82.5% | +79.5% |
| 3Y | 0.0% | +55.9% | -55.9% | -28.4% |
| All | +5.6% | +63.0% | -57.4% | -27.1% |
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