+44.6%
BAX vs VIG
+17.7%
+26.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.6% |
| 7D | -0.6% | -0.3% | -0.3% | 0.0% |
| 30D | +6.3% | +4.9% | +1.4% | -2.9% |
| 3M | -4.6% | +2.9% | -7.5% | -9.3% |
| 6M | +50.4% | +11.2% | +39.2% | +23.1% |
| YTD | +38.0% | +16.0% | +22.0% | +7.1% |
| 1Y | +44.6% | +17.0% | +27.7% | +10.7% |
| All | +44.6% | +17.7% | +26.9% | +10.7% |
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