+115.9%
SPG vs VIG
+264.3%
-148.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.9% |
| 7D | +2.7% | -0.3% | +3.1% | +3.0% |
| 30D | +16.6% | +4.9% | +11.6% | +9.7% |
| 3M | +8.1% | +2.9% | +5.2% | +4.1% |
| 6M | +19.3% | +11.2% | +8.1% | +4.2% |
| YTD | +31.1% | +16.0% | +15.1% | +8.4% |
| 1Y | +32.8% | +17.0% | +15.8% | +8.5% |
| 3Y | +135.8% | +66.9% | +68.9% | +23.0% |
| 5Y | +85.1% | +65.8% | +19.3% | -1.8% |
| 10Y | +115.9% | +263.6% | -147.7% | -44.6% |
| All | +115.9% | +264.3% | -148.4% | -44.6% |
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