+24.2%
EW vs VIG
+17.7%
+6.5%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +1.0% | +1.1% |
| 7D | +6.5% | -0.3% | +6.8% | +6.6% |
| 30D | +22.5% | +4.9% | +17.6% | +17.3% |
| 3M | +13.0% | +2.9% | +10.0% | +10.1% |
| 6M | +37.1% | +11.2% | +25.9% | +24.7% |
| YTD | +24.1% | +16.0% | +8.1% | +8.9% |
| 1Y | +24.2% | +17.0% | +7.3% | +8.0% |
| All | +24.2% | +17.7% | +6.5% | +8.0% |
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