+134.1%
PSX vs VIG
+57.1%
+77.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +2.3% |
| 7D | +2.8% | -0.4% | +3.2% | +3.2% |
| 30D | +27.8% | -2.1% | +29.8% | +30.3% |
| 3M | +42.0% | +3.3% | +38.7% | +37.0% |
| 6M | +58.1% | +9.3% | +48.8% | +43.2% |
| YTD | +105.0% | +10.1% | +94.9% | +83.6% |
| 1Y | +104.9% | +14.7% | +90.2% | +74.2% |
| 3Y | +134.1% | +56.9% | +77.1% | +45.3% |
| All | +134.1% | +57.1% | +77.0% | +45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling