-77.0%
ADVB vs VIG
+19.5%
-96.5%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.1% | -6.7% | -3.2% |
| 7D | -29.5% | +2.7% | -32.3% | -28.1% |
| 30D | -66.9% | +7.0% | -73.9% | -65.6% |
| 3M | -73.7% | +4.0% | -77.7% | -72.8% |
| 6M | -64.8% | +12.3% | -77.0% | -64.5% |
| YTD | -64.0% | +16.4% | -80.4% | -66.4% |
| 1Y | -77.0% | +19.2% | -96.2% | -80.3% |
| All | -77.0% | +19.5% | -96.5% | -80.3% |
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