+93.8%
GD vs VIG
+59.0%
+34.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.3% |
| 7D | -5.0% | -1.8% | -3.2% | -3.7% |
| 30D | +8.9% | +2.7% | +6.2% | +6.6% |
| 3M | -8.0% | 0.0% | -8.0% | -8.1% |
| 6M | +2.9% | +6.8% | -3.9% | -2.4% |
| YTD | +7.1% | +12.1% | -5.0% | -2.3% |
| 1Y | +5.9% | +14.8% | -8.9% | -5.2% |
| 3Y | +53.9% | +62.4% | -8.6% | +5.1% |
| All | +93.8% | +59.0% | +34.8% | +32.6% |
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