+518.1%
BE vs VIG
+65.3%
+452.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.8% | +12.2% | +11.2% |
| 7D | +4.5% | -0.3% | +4.9% | +6.9% |
| 30D | -20.1% | +4.9% | -25.1% | -27.6% |
| 3M | -0.8% | +2.9% | -3.8% | -6.0% |
| 6M | -26.2% | +11.2% | -37.5% | -40.9% |
| YTD | +141.1% | +16.0% | +125.1% | +78.7% |
| 1Y | +64.8% | +17.0% | +47.9% | +21.8% |
| 3Y | +1,887.4% | +66.9% | +1,820.5% | +619.5% |
| 5Y | +518.1% | +65.8% | +452.3% | +136.6% |
| All | +518.1% | +65.3% | +452.8% | +136.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling