+153.8%
B vs VIG
+63.6%
+90.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -0.9% |
| 7D | +2.3% | -0.4% | +2.7% | +2.7% |
| 30D | +1.4% | -2.1% | +3.4% | +2.9% |
| 3M | +12.2% | +3.3% | +8.8% | +9.8% |
| 6M | -2.1% | +9.3% | -11.4% | -7.6% |
| YTD | +2.9% | +10.1% | -7.2% | -3.2% |
| 1Y | +55.3% | +14.7% | +40.6% | +42.7% |
| 3Y | +198.7% | +56.9% | +141.7% | +128.8% |
| 5Y | +153.8% | +62.9% | +90.9% | +85.1% |
| All | +153.8% | +63.6% | +90.2% | +85.1% |
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 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