+102.6%
BB vs VIG
+16.9%
+85.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.6% |
| 7D | -5.6% | -0.4% | -5.2% | -5.1% |
| 30D | -11.8% | -1.0% | -10.8% | -10.7% |
| 3M | -25.5% | +2.8% | -28.3% | -28.4% |
| 6M | +121.3% | +8.2% | +113.1% | +99.3% |
| YTD | +103.2% | +11.0% | +92.1% | +79.1% |
| 1Y | +102.6% | +16.1% | +86.5% | +83.2% |
| All | +102.6% | +16.9% | +85.8% | +83.2% |
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