+8.1%
S vs VIG
+14.1%
-6.0%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.6% |
| 7D | -1.2% | -1.2% | -0.1% | +0.1% |
| 30D | -12.6% | -2.8% | -9.7% | -9.7% |
| 3M | +27.6% | +2.5% | +25.1% | +24.4% |
| 6M | +35.5% | +8.1% | +27.4% | +23.7% |
| YTD | +29.6% | +9.6% | +20.0% | +16.1% |
| 1Y | +8.1% | +14.2% | -6.0% | -9.1% |
| All | +8.1% | +14.1% | -6.0% | -9.1% |
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 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