+1,784.6%
BE vs VIG
+57.1%
+1,727.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.8% | +10.4% | +11.5% |
| 7D | +29.8% | -0.4% | +30.2% | +30.8% |
| 30D | +26.4% | -2.1% | +28.5% | +32.7% |
| 3M | +9.3% | +3.3% | +6.0% | +0.8% |
| 6M | +105.1% | +9.3% | +95.8% | +68.0% |
| YTD | +219.0% | +10.1% | +208.9% | +158.3% |
| 1Y | +418.8% | +14.7% | +404.0% | +293.8% |
| 3Y | +1,784.6% | +56.9% | +1,727.6% | +496.6% |
| All | +1,784.6% | +57.1% | +1,727.5% | +496.6% |
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