+17.7%
GFS vs VIG
+19.5%
-1.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.1% | -8.1% | -9.8% |
| 7D | -12.5% | +2.7% | -15.3% | -17.1% |
| 30D | -16.9% | +7.0% | -23.9% | -28.0% |
| 3M | -22.3% | +4.0% | -26.3% | -28.4% |
| 6M | -40.2% | +12.3% | -52.5% | -53.6% |
| YTD | +16.0% | +16.4% | -0.4% | -17.6% |
| 1Y | +17.7% | +19.2% | -1.6% | -19.8% |
| All | +17.7% | +19.5% | -1.9% | -19.8% |
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