+70.6%
PR vs VIG
+17.7%
+52.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.0% | +3.0% |
| 7D | -0.5% | -0.3% | -0.2% | -0.6% |
| 30D | -4.6% | +4.9% | -9.5% | -2.3% |
| 3M | +4.7% | +2.9% | +1.8% | +6.3% |
| 6M | +12.4% | +11.2% | +1.2% | +16.2% |
| YTD | +62.9% | +16.0% | +46.9% | +71.6% |
| 1Y | +70.6% | +17.0% | +53.6% | +78.9% |
| All | +70.6% | +17.7% | +52.8% | +78.9% |
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