+254.8%
SPOT vs VIG
+182.3%
+72.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.8% | -1.8% | -1.8% |
| 7D | -2.9% | -0.4% | -2.4% | -2.4% |
| 30D | +8.3% | -2.1% | +10.4% | +10.6% |
| 3M | +5.1% | +3.3% | +1.7% | +1.6% |
| 6M | -6.5% | +9.3% | -15.7% | -14.3% |
| YTD | -9.0% | +10.1% | -19.1% | -17.3% |
| 1Y | -26.4% | +14.7% | -41.1% | -36.0% |
| 3Y | +240.0% | +56.9% | +183.1% | +118.6% |
| 5Y | +111.7% | +62.9% | +48.8% | +33.8% |
| All | +254.8% | +182.3% | +72.5% | +50.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling