+27.2%
EIX vs VIG
+63.6%
-36.4%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +5.1% |
| 7D | +0.9% | -0.4% | +1.3% | +1.2% |
| 30D | -13.5% | -2.1% | -11.5% | -12.1% |
| 3M | -15.3% | +3.3% | -18.6% | -17.5% |
| 6M | -15.3% | +9.3% | -24.6% | -21.4% |
| YTD | +2.7% | +10.1% | -7.4% | -5.3% |
| 1Y | +17.4% | +14.7% | +2.7% | +4.6% |
| 3Y | -1.3% | +56.9% | -58.3% | -32.5% |
| 5Y | +27.2% | +62.9% | -35.7% | -18.2% |
| All | +27.2% | +63.6% | -36.4% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling