+18.6%
GLXY vs VIG
+23.9%
-5.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +5.3% |
| 7D | +15.5% | -0.4% | +15.9% | +17.1% |
| 30D | +34.1% | -2.1% | +36.2% | +43.0% |
| 3M | -11.3% | +3.3% | -14.7% | -22.0% |
| 6M | +31.6% | +9.3% | +22.3% | -3.8% |
| YTD | +21.0% | +10.1% | +10.8% | -11.4% |
| 1Y | +11.7% | +14.7% | -3.0% | -24.3% |
| All | +18.6% | +23.9% | -5.3% | -25.9% |
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 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