+23.7%
ED vs VIG
+17.7%
+5.9%
-10.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -0.9% | -0.3% | -0.6% | -0.9% |
| 30D | +11.2% | +4.9% | +6.3% | +11.5% |
| 3M | +11.8% | +2.9% | +8.9% | +11.6% |
| 6M | +14.1% | +11.2% | +2.9% | +15.8% |
| YTD | +23.0% | +16.0% | +7.0% | +25.7% |
| 1Y | +23.7% | +17.0% | +6.7% | +26.4% |
| All | +23.7% | +17.7% | +5.9% | +26.4% |
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