+56.1%
B vs VIG
+14.1%
+42.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +2.1% |
| 7D | +1.0% | -1.2% | +2.2% | +3.3% |
| 30D | +9.5% | -2.8% | +12.3% | +15.4% |
| 3M | +14.3% | +2.5% | +11.9% | +9.3% |
| 6M | -1.9% | +8.1% | -10.0% | -13.8% |
| YTD | +4.1% | +9.6% | -5.5% | -10.0% |
| 1Y | +56.1% | +14.2% | +42.0% | +26.2% |
| All | +56.1% | +14.1% | +42.0% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling