+112.5%
NET vs VIG
+63.1%
+49.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.0% |
| 7D | -7.0% | -0.4% | -6.5% | -6.0% |
| 30D | -4.8% | -1.0% | -3.8% | -2.6% |
| 3M | +3.8% | +2.8% | +1.1% | -1.8% |
| 6M | +50.0% | +8.2% | +41.9% | +26.3% |
| YTD | +41.5% | +11.0% | +30.5% | +12.7% |
| 1Y | +32.8% | +16.1% | +16.7% | -4.3% |
| 3Y | +335.9% | +56.2% | +279.7% | +54.0% |
| All | +112.5% | +63.1% | +49.3% | -27.4% |
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