+52.7%
ROST vs VIG
+19.5%
+33.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.1% | +4.0% | +3.8% |
| 7D | +7.8% | +2.7% | +5.0% | +4.8% |
| 30D | +8.6% | +7.0% | +1.5% | +1.4% |
| 3M | -1.9% | +4.0% | -5.9% | -5.6% |
| 6M | +9.1% | +12.3% | -3.1% | -2.8% |
| YTD | +37.2% | +16.4% | +20.9% | +16.8% |
| 1Y | +52.7% | +19.2% | +33.5% | +26.4% |
| All | +52.7% | +19.5% | +33.2% | +26.4% |
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