+36.6%
BP vs VIG
+19.5%
+17.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.1% | -6.3% | -3.1% |
| 7D | -8.4% | +2.7% | -11.1% | -7.2% |
| 30D | +2.2% | +7.0% | -4.8% | +5.3% |
| 3M | +8.8% | +4.0% | +4.8% | +10.9% |
| 6M | -0.5% | +12.3% | -12.8% | +2.8% |
| YTD | +36.2% | +16.4% | +19.8% | +42.8% |
| 1Y | +36.6% | +19.2% | +17.3% | +42.6% |
| All | +36.6% | +19.5% | +17.0% | +42.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling