+105.9%
GILD vs VIG
+55.8%
+50.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.3% |
| 7D | -4.8% | -1.1% | -3.8% | -4.1% |
| 30D | +5.8% | -2.7% | +8.5% | +7.9% |
| 3M | +14.9% | +2.5% | +12.4% | +13.1% |
| 6M | -0.4% | +9.2% | -9.6% | -6.0% |
| YTD | +18.5% | +9.8% | +8.7% | +11.5% |
| 1Y | +25.1% | +12.4% | +12.7% | +16.0% |
| 3Y | +105.9% | +55.9% | +50.0% | +49.9% |
| All | +105.9% | +55.8% | +50.1% | +49.9% |
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