-4.3%
AKAM vs VIG
+61.5%
-65.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.8% |
| 7D | +0.6% | -2.2% | +2.8% | +3.0% |
| 30D | -8.2% | -3.2% | -5.0% | -5.0% |
| 3M | -17.6% | +3.0% | -20.6% | -20.2% |
| 6M | +2.5% | +8.1% | -5.6% | -5.3% |
| YTD | +22.8% | +9.1% | +13.7% | +12.2% |
| 1Y | +39.6% | +12.6% | +27.0% | +23.5% |
| 3Y | +2.3% | +55.4% | -53.0% | -33.0% |
| 5Y | -4.3% | +62.8% | -67.1% | -41.5% |
| All | -4.3% | +61.5% | -65.7% | -41.5% |
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