+36.3%
DVA vs VIG
+13.0%
+23.2%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | -0.1% |
| 7D | -1.3% | -1.1% | -0.3% | -1.0% |
| 30D | 0.0% | -2.7% | +2.8% | +0.8% |
| 3M | -10.9% | +2.5% | -13.5% | -11.7% |
| 6M | +17.3% | +9.2% | +8.0% | +14.3% |
| YTD | +59.8% | +9.8% | +50.0% | +52.4% |
| 1Y | +36.3% | +12.4% | +23.9% | +27.2% |
| All | +36.3% | +13.0% | +23.2% | +27.2% |
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