+45.0%
BBY vs VIG
+55.8%
-10.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.0% |
| 7D | +0.6% | -1.1% | +1.7% | +2.2% |
| 30D | +9.4% | -2.7% | +12.1% | +14.1% |
| 3M | +19.3% | +2.5% | +16.8% | +15.0% |
| 6M | +47.9% | +9.2% | +38.7% | +29.4% |
| YTD | +39.6% | +9.8% | +29.7% | +21.0% |
| 1Y | +22.2% | +12.4% | +9.8% | +2.5% |
| 3Y | +45.0% | +55.9% | -10.9% | -22.5% |
| All | +45.0% | +55.8% | -10.8% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling