+108.2%
T vs VIG
+57.1%
+51.2%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | -1.5% | -0.4% | -1.1% | -1.4% |
| 30D | +7.6% | -2.1% | +9.7% | +8.2% |
| 3M | +15.3% | +3.3% | +12.0% | +14.4% |
| 6M | -8.5% | +9.3% | -17.7% | -10.5% |
| YTD | +6.8% | +10.1% | -3.4% | +4.0% |
| 1Y | -7.2% | +14.7% | -22.0% | -10.9% |
| 3Y | +108.2% | +56.9% | +51.3% | +70.9% |
| All | +108.2% | +57.1% | +51.2% | +70.9% |
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