+72.9%
BAC vs VIG
+63.6%
+9.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.5% |
| 7D | +1.2% | -0.4% | +1.6% | +1.7% |
| 30D | -0.7% | -2.1% | +1.4% | +1.9% |
| 3M | +16.9% | +3.3% | +13.6% | +12.3% |
| 6M | +29.6% | +9.3% | +20.3% | +16.2% |
| YTD | +15.3% | +10.1% | +5.1% | +2.4% |
| 1Y | +28.8% | +14.7% | +14.1% | +8.9% |
| 3Y | +136.4% | +56.9% | +79.5% | +37.8% |
| 5Y | +72.9% | +62.9% | +10.0% | -4.5% |
| All | +72.9% | +63.6% | +9.3% | -4.5% |
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