+23.1%
C vs VIG
+16.6%
+6.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +4.7% | +3.1% | +1.6% | -0.4% |
| 30D | +0.2% | +5.0% | -4.9% | -7.9% |
| 3M | -9.3% | +2.7% | -12.0% | -13.2% |
| 6M | -0.8% | +11.0% | -11.8% | -17.1% |
| YTD | +8.5% | +16.0% | -7.4% | -15.5% |
| 1Y | +23.1% | +16.3% | +6.8% | -4.6% |
| All | +23.1% | +16.6% | +6.5% | -4.6% |
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