+16.2%
A vs VIG
+12.7%
+3.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.7% | -0.5% |
| 7D | -4.6% | -2.2% | -2.3% | -1.7% |
| 30D | -4.3% | -3.2% | -1.0% | 0.0% |
| 3M | +8.9% | +3.0% | +5.9% | +4.1% |
| 6M | +24.5% | +8.1% | +16.4% | +11.8% |
| YTD | +5.8% | +9.1% | -3.2% | -6.5% |
| 1Y | +16.2% | +12.6% | +3.7% | -5.5% |
| All | +16.2% | +12.7% | +3.5% | -5.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling