-87.2%
ADVB vs VIG
+25.6%
-112.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | -3.8% | -0.4% | -3.3% | -3.5% |
| 30D | +17.6% | -1.0% | +18.5% | +18.3% |
| 3M | +119.1% | +2.8% | +116.4% | +113.0% |
| 6M | +103.4% | +8.2% | +95.2% | +88.3% |
| YTD | +59.8% | +11.0% | +48.8% | +42.6% |
| 1Y | +8.5% | +16.1% | -7.6% | -8.5% |
| All | -87.2% | +25.6% | -112.9% | -90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling