+33.4%
AG vs VIG
+19.5%
+13.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +2.1% | +7.0% | +2.9% |
| 7D | -2.6% | +2.7% | -5.3% | -9.8% |
| 30D | -12.1% | +7.0% | -19.1% | -27.9% |
| 3M | -6.6% | +4.0% | -10.6% | -16.6% |
| 6M | -20.5% | +12.3% | -32.7% | -42.8% |
| YTD | -7.4% | +16.4% | -23.8% | -38.4% |
| 1Y | +33.4% | +19.2% | +14.2% | -16.7% |
| All | +33.4% | +19.5% | +13.9% | -16.7% |
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