+579.1%
AU vs VIG
+55.8%
+523.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | -0.2% |
| 7D | -4.3% | -1.1% | -3.2% | -3.2% |
| 30D | +7.3% | -2.7% | +10.1% | +10.5% |
| 3M | +26.3% | +2.5% | +23.8% | +23.3% |
| 6M | +1.8% | +9.2% | -7.5% | -5.9% |
| YTD | +26.8% | +9.8% | +17.0% | +17.0% |
| 1Y | +66.7% | +12.4% | +54.3% | +51.7% |
| 3Y | +579.1% | +55.9% | +523.2% | +392.1% |
| All | +579.1% | +55.8% | +523.3% | +392.1% |
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