+1,428.5%
GILD vs VIG
+615.8%
+812.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.3% |
| 7D | -4.8% | -1.1% | -3.8% | -4.0% |
| 30D | +5.8% | -2.7% | +8.5% | +8.2% |
| 3M | +14.9% | +2.5% | +12.4% | +12.7% |
| 6M | -0.4% | +9.2% | -9.6% | -7.0% |
| YTD | +18.5% | +9.8% | +8.7% | +10.1% |
| 1Y | +25.1% | +12.4% | +12.7% | +14.1% |
| 3Y | +105.9% | +55.9% | +50.0% | +43.6% |
| 5Y | +143.0% | +63.9% | +79.0% | +60.7% |
| 10Y | +162.4% | +249.1% | -86.7% | -12.4% |
| All | +1,428.5% | +615.8% | +812.7% | +178.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling