+32.0%
Q vs VIG
+10.2%
+21.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +3.2% |
| 7D | +6.6% | -1.2% | +7.8% | +9.8% |
| 30D | -6.6% | -2.8% | -3.7% | +0.5% |
| 3M | -13.2% | +2.5% | -15.7% | -20.5% |
| 6M | +9.9% | +8.1% | +1.9% | -13.7% |
| YTD | +53.9% | +9.6% | +44.4% | +18.0% |
| All | +32.0% | +10.2% | +21.8% | 0.0% |
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