+40.6%
GLW vs VIG
+19.5%
+21.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.1% | -8.0% | -10.5% |
| 7D | -9.5% | +2.7% | -12.2% | -15.3% |
| 30D | -25.5% | +7.0% | -32.5% | -37.2% |
| 3M | -25.6% | +4.0% | -29.6% | -32.8% |
| 6M | -25.5% | +12.3% | -37.8% | -45.5% |
| YTD | +36.4% | +16.4% | +20.0% | -8.8% |
| 1Y | +40.6% | +19.2% | +21.4% | -10.5% |
| All | +40.6% | +19.5% | +21.1% | -10.5% |
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