+19.1%
AA vs VIG
+63.6%
-44.5%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +5.0% |
| 7D | +1.7% | -0.4% | +2.1% | +2.3% |
| 30D | +3.3% | -2.1% | +5.4% | +7.1% |
| 3M | -29.4% | +3.3% | -32.8% | -33.4% |
| 6M | -12.8% | +9.3% | -22.1% | -25.5% |
| YTD | -2.1% | +10.1% | -12.3% | -17.5% |
| 1Y | +62.8% | +14.7% | +48.0% | +28.5% |
| 3Y | +90.5% | +56.9% | +33.5% | -10.2% |
| 5Y | +19.1% | +62.9% | -43.9% | -47.0% |
| All | +19.1% | +63.6% | -44.5% | -47.0% |
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