+9.6%
EIX vs VIG
+16.9%
-7.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.1% |
| 7D | -19.1% | -0.4% | -18.7% | -18.8% |
| 30D | -16.9% | -1.0% | -15.9% | -16.4% |
| 3M | -20.0% | +2.8% | -22.8% | -21.3% |
| 6M | -21.3% | +8.2% | -29.5% | -25.2% |
| YTD | -1.7% | +11.0% | -12.7% | -8.7% |
| 1Y | +9.6% | +16.1% | -6.6% | -3.9% |
| All | +9.6% | +16.9% | -7.3% | -3.9% |
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