+2.5%
ALC vs VIG
+62.5%
-60.0%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.7% |
| 7D | +4.9% | -1.8% | +6.7% | +6.9% |
| 30D | +19.0% | +2.7% | +16.3% | +15.8% |
| 3M | +7.8% | 0.0% | +7.8% | +7.9% |
| 6M | +14.6% | +6.8% | +7.8% | +7.1% |
| YTD | -4.4% | +12.1% | -16.5% | -15.1% |
| 1Y | +1.4% | +14.8% | -13.4% | -12.1% |
| 3Y | +2.5% | +62.4% | -59.9% | -43.9% |
| All | +2.5% | +62.5% | -60.0% | -43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling