-36.4%
GLXY vs VIG
+29.2%
-65.5%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.4% | +3.8% | -0.5% |
| 7D | -0.5% | +0.4% | -1.0% | -3.2% |
| 30D | -28.6% | +4.3% | -32.9% | -38.5% |
| 3M | -28.1% | +2.0% | -30.1% | -33.7% |
| 6M | -52.0% | +10.2% | -62.2% | -66.3% |
| YTD | -35.1% | +14.8% | -49.9% | -58.9% |
| 1Y | -54.0% | +17.5% | -71.5% | -72.3% |
| All | -36.4% | +29.2% | -65.5% | -65.6% |
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