+2,090.1%
DE vs VIG
+617.8%
+1,472.2%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.1% | -0.9% |
| 7D | +0.7% | -0.4% | +1.1% | +1.2% |
| 30D | +9.6% | -2.1% | +11.7% | +12.5% |
| 3M | +19.0% | +3.3% | +15.6% | +14.2% |
| 6M | +16.1% | +9.3% | +6.8% | +4.0% |
| YTD | +47.0% | +10.1% | +36.9% | +30.5% |
| 1Y | +43.1% | +14.7% | +28.4% | +20.3% |
| 3Y | +77.5% | +56.9% | +20.6% | +0.2% |
| 5Y | +96.4% | +62.9% | +33.4% | +4.4% |
| 10Y | +852.9% | +241.3% | +611.6% | +93.9% |
| All | +2,090.1% | +617.8% | +1,472.2% | +51.1% |
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 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