+779.7%
MSCI vs VIG
+267.0%
+512.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -2.2% |
| 7D | +1.5% | +0.4% | +1.0% | +0.9% |
| 30D | +14.4% | +4.3% | +10.1% | +8.7% |
| 3M | +15.2% | +2.0% | +13.2% | +12.4% |
| 6M | +11.2% | +10.2% | +1.0% | -1.5% |
| YTD | +13.9% | +14.8% | -0.9% | -4.4% |
| 1Y | +12.5% | +17.5% | -5.0% | -8.4% |
| 3Y | +32.3% | +67.4% | -35.1% | -31.8% |
| 5Y | +4.9% | +63.4% | -58.5% | -42.8% |
| 10Y | +779.7% | +259.9% | +519.8% | +73.9% |
| All | +779.7% | +267.0% | +512.7% | +73.9% |
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