-74.9%
ADVB vs VIG
+17.0%
-91.9%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.4% | +1.1% | +4.1% |
| 7D | -1.2% | +0.4% | -1.6% | -0.6% |
| 30D | -61.4% | +4.3% | -65.7% | -60.3% |
| 3M | -67.8% | +2.0% | -69.9% | -67.0% |
| 6M | -66.9% | +10.2% | -77.1% | -66.8% |
| YTD | -64.9% | +14.8% | -79.7% | -67.6% |
| All | -74.9% | +17.0% | -91.9% | -78.3% |
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