+133.7%
AS vs VIG
+48.2%
+85.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.1% | +3.5% |
| 7D | +7.1% | -2.0% | +9.1% | +10.7% |
| 30D | +12.8% | +2.7% | +10.1% | +7.5% |
| 3M | -14.7% | +0.3% | -15.1% | -15.2% |
| 6M | -9.9% | +7.6% | -17.5% | -20.9% |
| YTD | -16.1% | +12.5% | -28.6% | -31.4% |
| 1Y | +0.2% | +14.8% | -14.6% | -20.8% |
| All | +133.7% | +48.2% | +85.5% | +22.4% |
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