+911.5%
BE vs VIG
+167.3%
+744.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.8% | +8.2% |
| 7D | +20.0% | -0.4% | +20.4% | +21.0% |
| 30D | +7.9% | -1.0% | +8.9% | +9.9% |
| 3M | -13.2% | +2.8% | -16.0% | -17.2% |
| 6M | +53.5% | +8.2% | +45.3% | +35.0% |
| YTD | +191.0% | +11.0% | +180.0% | +144.7% |
| 1Y | +360.5% | +16.1% | +344.4% | +264.3% |
| 3Y | +1,568.0% | +56.2% | +1,511.9% | +716.2% |
| 5Y | +1,055.2% | +63.0% | +992.2% | +459.2% |
| All | +911.5% | +167.3% | +744.2% | +142.9% |
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