-41.8%
LEN vs VIG
+12.7%
-54.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.1% | -2.8% |
| 7D | -7.8% | -2.2% | -5.5% | -4.1% |
| 30D | -11.0% | -3.2% | -7.8% | -5.9% |
| 3M | -12.8% | +3.0% | -15.8% | -16.4% |
| 6M | -20.2% | +8.1% | -28.3% | -28.6% |
| YTD | -23.0% | +9.1% | -32.1% | -32.5% |
| 1Y | -41.8% | +12.6% | -54.4% | -51.5% |
| All | -41.8% | +12.7% | -54.5% | -51.5% |
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