+40.1%
ALAB vs VIG
+14.1%
+26.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.5% | +4.6% | +5.5% |
| 7D | +9.6% | -1.2% | +10.8% | +13.1% |
| 30D | -5.3% | -2.8% | -2.4% | +2.2% |
| 3M | -12.0% | +2.5% | -14.5% | -18.0% |
| 6M | +145.7% | +8.1% | +137.6% | +100.4% |
| YTD | +80.7% | +9.6% | +71.1% | +44.6% |
| 1Y | +40.1% | +14.2% | +26.0% | +5.0% |
| All | +40.1% | +14.1% | +26.0% | +5.0% |
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