-50.4%
BIDU vs VIG
+250.0%
-300.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.2% |
| 7D | -8.1% | -1.1% | -7.0% | -7.1% |
| 30D | -12.8% | -2.7% | -10.1% | -10.4% |
| 3M | -21.3% | +2.5% | -23.8% | -23.3% |
| 6M | -27.0% | +9.2% | -36.2% | -33.0% |
| YTD | -30.0% | +9.8% | -39.9% | -36.2% |
| 1Y | -18.3% | +12.4% | -30.6% | -26.9% |
| 3Y | -33.8% | +55.9% | -89.7% | -57.3% |
| 5Y | -44.3% | +63.9% | -108.3% | -65.4% |
| All | -50.4% | +250.0% | -300.4% | -85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling