-16.2%
ALC vs VIG
+63.6%
-79.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.2% | -1.1% |
| 7D | -3.7% | -0.4% | -3.3% | -3.2% |
| 30D | -3.7% | -2.1% | -1.7% | -1.6% |
| 3M | +4.6% | +3.3% | +1.2% | +1.1% |
| 6M | -14.6% | +9.3% | -23.9% | -22.0% |
| YTD | -11.9% | +10.1% | -22.0% | -20.2% |
| 1Y | -13.1% | +14.7% | -27.9% | -24.5% |
| 3Y | -15.0% | +56.9% | -71.9% | -46.6% |
| 5Y | -16.2% | +62.9% | -79.1% | -48.6% |
| All | -16.2% | +63.6% | -79.8% | -48.6% |
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