+2.0%
SNY vs VIG
+19.5%
-17.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.1% | +2.6% | +2.8% |
| 7D | +12.4% | +2.7% | +9.6% | +9.8% |
| 30D | +20.1% | +7.0% | +13.1% | +13.6% |
| 3M | +11.2% | +4.0% | +7.2% | +7.7% |
| 6M | +9.5% | +12.3% | -2.8% | -0.2% |
| YTD | +3.4% | +16.4% | -13.0% | -7.8% |
| 1Y | +2.0% | +19.2% | -17.2% | -10.5% |
| All | +2.0% | +19.5% | -17.5% | -10.5% |
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 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