+820.4%
MSCI vs VIG
+264.3%
+556.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.3% |
| 7D | -1.9% | -0.3% | -1.6% | -1.6% |
| 30D | +16.5% | +4.9% | +11.5% | +9.8% |
| 3M | +18.2% | +2.9% | +15.3% | +14.1% |
| 6M | +14.0% | +11.2% | +2.7% | -0.2% |
| YTD | +16.6% | +16.0% | +0.6% | -3.4% |
| 1Y | +14.8% | +17.0% | -2.1% | -6.0% |
| 3Y | +33.3% | +66.9% | -33.6% | -31.0% |
| 5Y | +9.1% | +65.8% | -56.8% | -41.6% |
| 10Y | +820.4% | +263.6% | +556.7% | +80.9% |
| All | +820.4% | +264.3% | +556.0% | +80.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling