+1,086.3%
RSG vs VIG
+614.0%
+472.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | 0.0% | -1.2% | +1.1% | +1.0% |
| 30D | +3.7% | -2.8% | +6.5% | +6.2% |
| 3M | +6.2% | +2.5% | +3.7% | +3.8% |
| 6M | -2.8% | +8.1% | -10.9% | -9.4% |
| YTD | +5.9% | +9.6% | -3.7% | -2.5% |
| 1Y | -1.8% | +14.2% | -15.9% | -12.9% |
| 3Y | +57.5% | +56.1% | +1.4% | +5.2% |
| 5Y | +91.1% | +62.8% | +28.2% | +21.7% |
| 10Y | +428.1% | +248.2% | +179.9% | +68.2% |
| All | +1,086.3% | +614.0% | +472.3% | +88.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling