-77.5%
ADVB vs VIG
+14.5%
-92.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.1% |
| 7D | -13.9% | -1.8% | -12.1% | -13.8% |
| 30D | -68.1% | +2.7% | -70.8% | -67.3% |
| 3M | -73.4% | 0.0% | -73.4% | -72.8% |
| 6M | -70.8% | +6.8% | -77.5% | -70.7% |
| YTD | -66.1% | +12.1% | -78.2% | -68.9% |
| 1Y | -77.5% | +14.8% | -92.3% | -81.2% |
| All | -77.5% | +14.5% | -92.0% | -81.2% |
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