+707.7%
BE vs VIG
+179.2%
+528.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +20.5% | +3.1% | +17.5% | +14.3% |
| 30D | -23.4% | +5.0% | -28.4% | -29.5% |
| 3M | -14.9% | +2.7% | -17.5% | -18.1% |
| 6M | -28.1% | +11.0% | -39.0% | -39.7% |
| YTD | +132.4% | +16.0% | +116.4% | +82.1% |
| 1Y | +59.4% | +16.3% | +43.1% | +25.8% |
| 3Y | +1,815.8% | +66.8% | +1,749.0% | +735.0% |
| 5Y | +491.3% | +64.8% | +426.5% | +180.2% |
| All | +707.7% | +179.2% | +528.5% | +80.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling