+31.6%
Q vs VIG
+15.4%
+16.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.4% | +4.5% | +1.3% |
| 7D | +8.4% | +0.4% | +8.0% | +7.4% |
| 30D | -1.2% | +4.3% | -5.5% | -11.2% |
| 3M | -9.3% | +2.0% | -11.3% | -13.9% |
| 6M | -15.0% | +10.2% | -25.2% | -35.8% |
| YTD | +53.5% | +14.8% | +38.7% | +4.5% |
| 1Y | +35.9% | +17.5% | +18.4% | -12.1% |
| All | +31.6% | +15.4% | +16.2% | -11.5% |
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