+74.1%
FDX vs VIG
+67.2%
+6.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +5.2% | +3.5% | +1.7% | +0.7% |
| 30D | +11.3% | +4.9% | +6.3% | +4.6% |
| 3M | -4.1% | +2.5% | -6.6% | -7.1% |
| 6M | +9.6% | +11.0% | -1.4% | -4.1% |
| YTD | +40.9% | +16.0% | +24.9% | +16.9% |
| 1Y | +53.0% | +17.5% | +35.5% | +24.8% |
| 3Y | +74.1% | +67.0% | +7.1% | -13.7% |
| All | +74.1% | +67.2% | +6.9% | -13.7% |
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