+24.3%
P vs VIG
+16.6%
+7.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +17.8% | +3.1% | +14.7% | +10.7% |
| 30D | -29.9% | +5.0% | -34.9% | -35.9% |
| 3M | -1.2% | +2.7% | -3.8% | -5.1% |
| 6M | +32.1% | +11.0% | +21.2% | +8.5% |
| YTD | +64.3% | +16.0% | +48.3% | +27.5% |
| 1Y | +24.3% | +16.3% | +8.0% | -3.3% |
| All | +24.3% | +16.6% | +7.7% | -3.3% |
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