+47.2%
AR vs VIG
+67.2%
-20.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +7.4% | +3.5% | +3.9% | +4.3% |
| 30D | +5.8% | +4.9% | +0.8% | +1.1% |
| 3M | +5.2% | +2.5% | +2.7% | +2.7% |
| 6M | +5.4% | +11.0% | -5.6% | -5.0% |
| YTD | +12.4% | +16.0% | -3.5% | -4.0% |
| 1Y | +12.8% | +17.5% | -4.7% | -5.3% |
| 3Y | +47.2% | +67.0% | -19.8% | -29.1% |
| All | +47.2% | +67.2% | -20.0% | -29.1% |
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 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