+72.1%
MA vs VIG
+62.5%
+9.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +2.3% | -1.8% | +4.1% | +4.1% |
| 30D | +14.7% | +2.7% | +12.0% | +11.8% |
| 3M | +13.5% | 0.0% | +13.5% | +13.6% |
| 6M | +33.1% | +6.8% | +26.4% | +24.8% |
| YTD | +15.1% | +12.1% | +3.0% | +2.5% |
| 1Y | +18.7% | +14.8% | +3.9% | +3.1% |
| 3Y | +72.1% | +62.4% | +9.7% | +8.8% |
| All | +72.1% | +62.5% | +9.6% | +8.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling