+65.3%
RIG vs VIG
+61.5%
+3.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.7% |
| 7D | -4.2% | -2.2% | -1.9% | -1.1% |
| 30D | -0.7% | -3.2% | +2.5% | +3.8% |
| 3M | -4.0% | +3.0% | -7.0% | -8.4% |
| 6M | -6.3% | +8.1% | -14.5% | -17.3% |
| YTD | +39.7% | +9.1% | +30.7% | +22.4% |
| 1Y | +78.1% | +12.6% | +65.5% | +49.5% |
| 3Y | -29.5% | +55.4% | -84.8% | -61.0% |
| 5Y | +65.3% | +62.8% | +2.5% | -13.0% |
| All | +65.3% | +61.5% | +3.9% | -13.0% |
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 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