+22.2%
CNH vs VIG
+8.2%
+14.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.5% | +5.1% |
| 7D | +23.3% | -0.4% | +23.7% | +24.4% |
| 30D | +33.5% | -1.0% | +34.4% | +35.9% |
| 3M | +32.7% | +2.8% | +30.0% | +23.8% |
| 6M | +22.2% | +8.2% | +14.0% | +1.4% |
| All | +22.2% | +8.2% | +14.0% | +1.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling