+1,895.7%
TER vs VIG
+241.3%
+1,654.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.7% | +4.0% |
| 7D | +12.4% | -1.2% | +13.5% | +14.3% |
| 30D | +5.1% | -2.8% | +8.0% | +9.8% |
| 3M | +4.0% | +2.5% | +1.5% | -0.1% |
| 6M | +29.5% | +8.1% | +21.4% | +15.8% |
| YTD | +98.5% | +9.6% | +88.9% | +74.9% |
| 1Y | +234.1% | +14.2% | +219.9% | +178.0% |
| 3Y | +289.0% | +56.1% | +232.9% | +110.6% |
| 5Y | +228.2% | +62.8% | +165.3% | +74.3% |
| 10Y | +1,895.7% | +248.2% | +1,647.5% | +304.1% |
| All | +1,895.7% | +241.3% | +1,654.4% | +304.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling