+368.5%
PSX vs VIG
+62.2%
+306.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.2% | +1.1% |
| 7D | +1.8% | -1.2% | +3.0% | +2.8% |
| 30D | +21.6% | -2.8% | +24.5% | +24.5% |
| 3M | +46.5% | +2.5% | +44.0% | +43.1% |
| 6M | +62.0% | +8.1% | +53.9% | +50.7% |
| YTD | +106.3% | +9.6% | +96.8% | +89.3% |
| 1Y | +103.0% | +14.2% | +88.8% | +79.2% |
| 3Y | +135.5% | +56.1% | +79.4% | +63.1% |
| 5Y | +368.5% | +62.8% | +305.7% | +211.8% |
| All | +368.5% | +62.2% | +306.3% | +211.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling