-17.6%
INFQ vs VIG
+7.5%
-25.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +3.6% |
| 7D | +0.4% | -0.4% | +0.8% | +2.3% |
| 30D | +18.4% | -1.0% | +19.4% | +23.0% |
| 3M | -24.2% | +2.8% | -27.0% | -34.5% |
| 6M | +8.9% | +8.2% | +0.7% | -29.3% |
| All | -17.6% | +7.5% | -25.1% | -44.8% |
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