+94.3%
AG vs VIG
+12.2%
+82.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -3.5% |
| 7D | -5.8% | -2.2% | -3.6% | +0.6% |
| 30D | +6.4% | -3.2% | +9.6% | +16.8% |
| 3M | +28.4% | +3.0% | +25.3% | +17.5% |
| 6M | -24.5% | +8.1% | -32.6% | -38.2% |
| YTD | +21.2% | +9.1% | +12.1% | -1.7% |
| All | +94.3% | +12.2% | +82.1% | +48.7% |
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