+11.2%
P vs VIG
+17.0%
-5.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.4% | +3.9% | +1.3% |
| 7D | -9.6% | +0.4% | -10.0% | -9.2% |
| 30D | -33.4% | +4.3% | -37.7% | -38.1% |
| 3M | +14.2% | +2.0% | +12.2% | +11.1% |
| 6M | +31.6% | +10.2% | +21.4% | +10.2% |
| YTD | +53.5% | +14.8% | +38.7% | +22.7% |
| All | +11.2% | +17.0% | -5.8% | -10.4% |
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 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