+38.3%
BAX vs VIG
+16.5%
+21.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +0.1% | +3.5% | -3.4% | -5.5% |
| 30D | +4.1% | +4.9% | -0.9% | -5.0% |
| 3M | -4.5% | +2.5% | -7.1% | -8.5% |
| 6M | +49.2% | +11.0% | +38.2% | +22.3% |
| YTD | +35.2% | +16.0% | +19.3% | +4.6% |
| 1Y | +38.3% | +17.5% | +20.7% | +5.2% |
| All | +38.3% | +16.5% | +21.8% | +5.2% |
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