-17.4%
ALB vs VIG
+16.5%
-33.9%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -5.8% | +3.5% | -9.2% | -9.4% |
| 30D | -4.5% | +4.9% | -9.5% | -11.2% |
| 3M | -28.1% | +2.5% | -30.6% | -30.9% |
| 6M | -53.2% | +11.0% | -64.2% | -60.2% |
| YTD | -33.3% | +16.0% | -49.3% | -47.0% |
| 1Y | -17.4% | +17.5% | -35.0% | -36.1% |
| All | -17.4% | +16.5% | -33.9% | -36.1% |
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