+110.6%
SPOT vs VIG
+61.5%
+49.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.4% |
| 7D | -6.9% | -2.2% | -4.6% | -4.1% |
| 30D | +4.1% | -3.2% | +7.4% | +8.7% |
| 3M | +3.7% | +3.0% | +0.7% | -0.5% |
| 6M | -1.6% | +8.1% | -9.7% | -11.5% |
| YTD | -10.2% | +9.1% | -19.2% | -20.3% |
| 1Y | -25.9% | +12.6% | -38.5% | -37.3% |
| 3Y | +235.6% | +55.4% | +180.2% | +75.7% |
| 5Y | +110.6% | +62.8% | +47.8% | +4.3% |
| All | +110.6% | +61.5% | +49.1% | +4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling