+37.2%
M vs VIG
+19.5%
+17.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +2.1% | +5.5% | +3.9% |
| 7D | +8.3% | +2.7% | +5.5% | +3.6% |
| 30D | +14.2% | +7.0% | +7.2% | +2.2% |
| 3M | -1.1% | +4.0% | -5.1% | -7.2% |
| 6M | +36.6% | +12.3% | +24.3% | +13.9% |
| YTD | +19.8% | +16.4% | +3.4% | -5.4% |
| 1Y | +37.2% | +19.2% | +18.0% | +1.6% |
| All | +37.2% | +19.5% | +17.7% | +1.6% |
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 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