+100.2%
SEDG vs VIG
+250.0%
-149.8%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -6.7% |
| 7D | +1.4% | -1.1% | +2.5% | +2.9% |
| 30D | +8.3% | -2.7% | +11.1% | +13.0% |
| 3M | -40.7% | +2.5% | -43.2% | -42.9% |
| 6M | -3.9% | +9.2% | -13.1% | -16.3% |
| YTD | +20.2% | +9.8% | +10.4% | +4.5% |
| 1Y | +17.6% | +12.4% | +5.2% | 0.0% |
| 3Y | -76.6% | +55.9% | -132.5% | -87.0% |
| 5Y | -87.1% | +63.9% | -151.0% | -93.1% |
| All | +100.2% | +250.0% | -149.8% | -58.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling