+143.6%
TE vs VIG
+12.2%
+131.4%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.3% | -5.6% |
| 7D | +0.9% | -2.2% | +3.1% | +6.4% |
| 30D | -16.3% | -3.2% | -13.1% | -9.5% |
| 3M | -40.8% | +3.0% | -43.8% | -45.3% |
| 6M | -42.6% | +8.1% | -50.7% | -49.5% |
| YTD | -31.4% | +9.1% | -40.5% | -40.8% |
| All | +143.6% | +12.2% | +131.4% | +112.3% |
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 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