+14.5%
FIX vs VIG
+17.0%
-2.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.4% | +7.0% | +4.6% |
| 7D | -7.2% | +0.4% | -7.6% | -7.9% |
| 30D | -35.1% | +4.3% | -39.4% | -40.6% |
| 3M | -34.3% | +2.0% | -36.3% | -36.9% |
| 6M | -42.9% | +10.2% | -53.1% | -54.9% |
| YTD | +19.5% | +14.8% | +4.7% | -15.9% |
| All | +14.5% | +17.0% | -2.5% | -21.8% |
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