+12.2%
GAP vs VIG
+63.6%
-51.4%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.6% | +1.2% |
| 7D | +1.7% | -0.4% | +2.1% | +2.4% |
| 30D | +9.3% | -2.1% | +11.4% | +13.5% |
| 3M | +6.1% | +3.3% | +2.8% | +0.2% |
| 6M | -2.3% | +9.3% | -11.6% | -16.6% |
| YTD | -10.6% | +10.1% | -20.7% | -24.4% |
| 1Y | -4.4% | +14.7% | -19.2% | -24.4% |
| 3Y | +118.3% | +56.9% | +61.4% | +1.8% |
| 5Y | +12.2% | +62.9% | -50.7% | -48.0% |
| All | +12.2% | +63.6% | -51.4% | -48.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling