-72.7%
MTCH vs VIG
+63.0%
-135.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +0.3% |
| 7D | +1.3% | -1.1% | +2.3% | +2.9% |
| 30D | +15.9% | -2.7% | +18.6% | +20.6% |
| 3M | +23.3% | +2.5% | +20.7% | +18.8% |
| 6M | +40.1% | +9.2% | +30.9% | +22.9% |
| YTD | +33.6% | +9.8% | +23.8% | +16.4% |
| 1Y | +14.1% | +12.4% | +1.7% | -4.1% |
| 3Y | +1.4% | +55.9% | -54.5% | -49.6% |
| All | -72.7% | +63.0% | -135.8% | -87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling