+17.5%
P vs VIG
+19.5%
-2.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.1% | -7.1% | -8.7% |
| 7D | -19.4% | +2.7% | -22.1% | -23.4% |
| 30D | -22.3% | +7.0% | -29.3% | -32.3% |
| 3M | +33.2% | +4.0% | +29.2% | +23.3% |
| 6M | +53.6% | +12.3% | +41.4% | +22.2% |
| YTD | +66.8% | +16.4% | +50.4% | +27.3% |
| 1Y | +17.5% | +19.2% | -1.7% | -11.7% |
| All | +17.5% | +19.5% | -2.0% | -11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling