-87.7%
ADVB vs VIG
+24.6%
-112.3%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -3.3% |
| 7D | -14.0% | -0.4% | -13.6% | -13.8% |
| 30D | +41.0% | -2.1% | +43.1% | +43.0% |
| 3M | +127.9% | +3.3% | +124.6% | +119.8% |
| 6M | +101.3% | +9.3% | +92.1% | +83.8% |
| YTD | +53.8% | +10.1% | +43.6% | +38.0% |
| 1Y | +4.4% | +14.7% | -10.3% | -11.0% |
| All | -87.7% | +24.6% | -112.3% | -91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling