+29.7%
Q vs VIG
+10.7%
+19.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +4.4% |
| 7D | +6.7% | -0.4% | +7.2% | +7.8% |
| 30D | -10.6% | -2.1% | -8.5% | -5.8% |
| 3M | -14.6% | +3.3% | -17.9% | -23.6% |
| 6M | +12.1% | +9.3% | +2.8% | -14.7% |
| YTD | +51.3% | +10.1% | +41.1% | +14.3% |
| All | +29.7% | +10.7% | +19.0% | -3.1% |
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