+55.3%
BE vs VIG
+19.5%
+35.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.1% | -8.5% | -12.8% |
| 7D | -12.1% | +2.7% | -14.9% | -20.0% |
| 30D | -30.1% | +7.0% | -37.1% | -44.6% |
| 3M | -12.1% | +4.0% | -16.2% | -23.2% |
| 6M | -30.6% | +12.3% | -42.9% | -53.6% |
| YTD | +130.6% | +16.4% | +114.3% | +31.3% |
| 1Y | +55.3% | +19.2% | +36.1% | -20.2% |
| All | +55.3% | +19.5% | +35.8% | -20.2% |
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