+10.7%
EIX vs VIG
+14.1%
-3.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.9% |
| 7D | +4.1% | -1.2% | +5.2% | +4.8% |
| 30D | -15.3% | -2.8% | -12.5% | -13.8% |
| 3M | -18.4% | +2.5% | -20.9% | -19.6% |
| 6M | -16.8% | +8.1% | -24.9% | -21.1% |
| YTD | -0.6% | +9.6% | -10.1% | -7.1% |
| 1Y | +10.7% | +14.2% | -3.5% | -3.0% |
| All | +10.7% | +14.1% | -3.4% | -3.0% |
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