-8.6%
TEL vs VIG
+19.5%
-28.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -3.9% |
| 7D | -0.5% | +2.7% | -3.2% | -5.7% |
| 30D | +0.6% | +7.0% | -6.4% | -12.4% |
| 3M | +2.0% | +4.0% | -2.0% | -5.8% |
| 6M | +8.1% | +12.3% | -4.2% | -14.8% |
| YTD | -2.2% | +16.4% | -18.5% | -28.5% |
| 1Y | -8.6% | +19.2% | -27.8% | -36.4% |
| All | -8.6% | +19.5% | -28.1% | -36.4% |
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