+67.6%
AA vs VIG
+67.1%
+0.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.9% |
| 7D | +1.2% | +1.0% | +0.3% | -0.5% |
| 30D | -5.0% | +4.5% | -9.5% | -12.7% |
| 3M | -22.2% | +2.1% | -24.3% | -25.3% |
| 6M | -36.3% | +10.5% | -46.8% | -47.1% |
| YTD | -24.2% | +15.1% | -39.3% | -41.9% |
| 1Y | +3.9% | +16.9% | -13.0% | -22.4% |
| 3Y | +67.6% | +65.6% | +2.0% | -49.2% |
| All | +67.6% | +67.1% | +0.5% | -49.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling