-74.1%
ADVB vs VIG
+17.3%
-91.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.7% | +3.0% |
| 7D | -4.1% | +1.0% | -5.1% | -3.3% |
| 30D | -60.3% | +4.5% | -64.8% | -59.2% |
| 3M | -73.3% | +2.1% | -75.4% | -72.7% |
| 6M | -65.9% | +10.5% | -76.4% | -65.8% |
| YTD | -63.9% | +15.1% | -79.0% | -66.7% |
| 1Y | -74.1% | +16.9% | -91.0% | -77.7% |
| All | -74.1% | +17.3% | -91.4% | -77.7% |
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 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