+777.0%
FIX vs VIG
+56.4%
+720.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.8% |
| 7D | +6.0% | -0.4% | +6.5% | +6.9% |
| 30D | -7.2% | -1.0% | -6.3% | -5.7% |
| 3M | -15.9% | +2.8% | -18.6% | -20.3% |
| 6M | +12.7% | +8.2% | +4.5% | -2.8% |
| YTD | +72.8% | +11.0% | +61.8% | +41.9% |
| 1Y | +122.9% | +16.1% | +106.7% | +69.8% |
| All | +777.0% | +56.4% | +720.6% | +352.4% |
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