-34.0%
BROS vs VIG
+13.0%
-47.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.3% | -0.4% |
| 7D | -5.8% | -1.1% | -4.7% | -3.7% |
| 30D | -14.0% | -2.7% | -11.2% | -8.9% |
| 3M | -32.5% | +2.5% | -35.0% | -36.3% |
| 6M | -14.9% | +9.2% | -24.1% | -30.6% |
| YTD | -28.3% | +9.8% | -38.1% | -41.6% |
| 1Y | -34.0% | +12.4% | -46.4% | -50.1% |
| All | -34.0% | +13.0% | -47.0% | -50.1% |
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