+4.4%
ADVB vs VIG
+14.9%
-10.4%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -4.1% |
| 7D | -14.0% | -0.4% | -13.6% | -14.1% |
| 30D | +41.0% | -2.1% | +43.1% | +39.9% |
| 3M | +127.9% | +3.3% | +124.6% | +127.1% |
| 6M | +101.3% | +9.3% | +92.1% | +97.7% |
| YTD | +53.8% | +10.1% | +43.6% | +47.4% |
| 1Y | +4.4% | +14.7% | -10.3% | +3.0% |
| All | +4.4% | +14.9% | -10.4% | +3.0% |
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 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