+354.2%
SAN vs VIG
+57.1%
+297.2%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | +0.5% |
| 7D | +3.3% | -0.4% | +3.7% | +3.9% |
| 30D | +1.1% | -2.1% | +3.2% | +3.8% |
| 3M | +22.2% | +3.3% | +18.9% | +17.7% |
| 6M | +36.0% | +9.3% | +26.7% | +22.7% |
| YTD | +28.2% | +10.1% | +18.1% | +15.2% |
| 1Y | +54.1% | +14.7% | +39.4% | +32.6% |
| 3Y | +354.2% | +56.9% | +297.3% | +178.2% |
| All | +354.2% | +57.1% | +297.2% | +178.2% |
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