+196.3%
SE vs VIG
+57.1%
+139.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +2.2% |
| 7D | +0.6% | -0.4% | +1.0% | +1.1% |
| 30D | -0.1% | -2.1% | +2.0% | +2.7% |
| 3M | +34.1% | +3.3% | +30.8% | +28.1% |
| 6M | +23.2% | +9.3% | +13.9% | +9.1% |
| YTD | -11.2% | +10.1% | -21.3% | -22.2% |
| 1Y | -40.5% | +14.7% | -55.2% | -50.8% |
| 3Y | +196.3% | +56.9% | +139.4% | +73.5% |
| All | +196.3% | +57.1% | +139.2% | +73.5% |
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