+253.4%
AG vs VIG
+55.8%
+197.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -4.1% |
| 7D | -6.7% | -1.1% | -5.7% | -5.1% |
| 30D | +2.2% | -2.7% | +4.9% | +6.8% |
| 3M | +15.7% | +2.5% | +13.1% | +11.4% |
| 6M | -23.8% | +9.2% | -33.0% | -32.8% |
| YTD | +17.6% | +9.8% | +7.8% | +3.9% |
| 1Y | +88.6% | +12.4% | +76.2% | +62.7% |
| 3Y | +253.4% | +55.9% | +197.5% | +112.9% |
| All | +253.4% | +55.8% | +197.6% | +112.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling