+7.4%
GD vs VIG
+16.5%
-9.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +1.9% | +3.1% | -1.2% | -0.6% |
| 30D | +9.2% | +5.0% | +4.2% | +4.7% |
| 3M | -7.5% | +2.7% | -10.1% | -9.5% |
| 6M | +5.8% | +11.0% | -5.2% | -3.0% |
| YTD | +9.8% | +16.0% | -6.2% | -3.1% |
| All | +7.4% | +16.5% | -9.1% | -6.3% |
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