-76.6%
SEDG vs VIG
+55.8%
-132.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -7.3% |
| 7D | +1.4% | -1.1% | +2.5% | +3.8% |
| 30D | +8.3% | -2.7% | +11.1% | +15.6% |
| 3M | -40.7% | +2.5% | -43.2% | -44.3% |
| 6M | -3.9% | +9.2% | -13.1% | -22.7% |
| YTD | +20.2% | +9.8% | +10.4% | -3.9% |
| 1Y | +17.6% | +12.4% | +5.2% | -9.5% |
| 3Y | -76.6% | +55.9% | -132.5% | -92.5% |
| All | -76.6% | +55.8% | -132.4% | -92.5% |
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