+100.7%
ET vs VIG
+55.4%
+45.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.2% |
| 7D | +0.6% | -1.2% | +1.8% | +1.5% |
| 30D | +5.3% | -2.8% | +8.1% | +7.5% |
| 3M | +15.6% | +2.5% | +13.2% | +13.4% |
| 6M | +20.6% | +8.1% | +12.5% | +13.4% |
| YTD | +38.5% | +9.6% | +29.0% | +28.4% |
| 1Y | +35.7% | +14.2% | +21.6% | +21.0% |
| All | +100.7% | +55.4% | +45.3% | +39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling