+6.2%
ABNB vs VIG
+63.0%
-56.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.7% | +0.8% | +0.4% |
| 7D | -6.5% | -1.1% | -5.4% | -4.8% |
| 30D | -5.5% | -2.7% | -2.8% | -1.0% |
| 3M | +30.0% | +2.5% | +27.5% | +25.2% |
| 6M | +27.6% | +9.2% | +18.4% | +10.9% |
| YTD | +25.4% | +9.8% | +15.6% | +8.1% |
| 1Y | +38.3% | +12.4% | +25.9% | +14.7% |
| 3Y | +15.5% | +55.9% | -40.4% | -45.0% |
| All | +6.2% | +63.0% | -56.9% | -49.7% |
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