+1,470.2%
BIDU vs VIG
+617.8%
+852.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -0.8% | -6.2% | -6.0% |
| 7D | -2.4% | -0.4% | -2.0% | -1.9% |
| 30D | -15.6% | -2.1% | -13.6% | -13.5% |
| 3M | -22.3% | +3.3% | -25.6% | -25.4% |
| 6M | -22.3% | +9.3% | -31.5% | -30.0% |
| YTD | -29.2% | +10.1% | -39.3% | -36.8% |
| 1Y | -14.8% | +14.7% | -29.5% | -27.4% |
| 3Y | -31.8% | +56.9% | -88.7% | -60.5% |
| 5Y | -43.1% | +62.9% | -106.0% | -68.1% |
| 10Y | -50.6% | +241.3% | -292.0% | -89.7% |
| All | +1,470.2% | +617.8% | +852.4% | +25.5% |
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