+68.3%
PR vs VIG
+17.0%
+51.3%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.4% | -3.5% | -0.2% |
| 7D | -12.4% | +0.4% | -12.8% | -11.8% |
| 30D | -6.6% | +4.3% | -10.8% | -4.6% |
| 3M | +7.5% | +2.0% | +5.5% | +8.8% |
| 6M | +10.8% | +10.2% | +0.6% | +13.9% |
| YTD | +57.0% | +14.8% | +42.2% | +64.2% |
| All | +68.3% | +17.0% | +51.3% | +74.4% |
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