+56.2%
AG vs VIG
+63.0%
-6.8%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.9% |
| 7D | -6.7% | -1.1% | -5.7% | -5.4% |
| 30D | +2.2% | -2.7% | +4.9% | +5.9% |
| 3M | +15.7% | +2.5% | +13.1% | +12.3% |
| 6M | -23.8% | +9.2% | -33.0% | -31.2% |
| YTD | +17.6% | +9.8% | +7.8% | +6.2% |
| 1Y | +88.6% | +12.4% | +76.2% | +66.8% |
| 3Y | +253.4% | +55.9% | +197.5% | +117.8% |
| All | +56.2% | +63.0% | -6.8% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling