+365.7%
ALAB vs VIG
+38.8%
+326.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.8% | -6.2% | -5.1% |
| 7D | +3.2% | -0.4% | +3.6% | +4.2% |
| 30D | -13.6% | -2.1% | -11.5% | -9.3% |
| 3M | -16.6% | +3.3% | -19.9% | -22.7% |
| 6M | +142.3% | +9.3% | +133.0% | +99.6% |
| YTD | +73.6% | +10.1% | +63.5% | +41.0% |
| 1Y | +33.7% | +14.7% | +18.9% | -0.3% |
| All | +365.7% | +38.8% | +326.8% | +148.8% |
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