-33.5%
TEM vs VIG
+13.0%
-46.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | -1.3% |
| 7D | -8.7% | -1.1% | -7.6% | -6.2% |
| 30D | +8.1% | -2.7% | +10.8% | +15.7% |
| 3M | +19.0% | +2.5% | +16.4% | +11.6% |
| 6M | +12.0% | +9.2% | +2.8% | -10.1% |
| YTD | -0.1% | +9.8% | -9.9% | -21.6% |
| 1Y | -33.5% | +12.4% | -45.9% | -51.2% |
| All | -33.5% | +13.0% | -46.6% | -51.2% |
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