+33.6%
TER vs VIG
+17.3%
+16.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -1.0% |
| 7D | -8.9% | +1.0% | -9.9% | -10.4% |
| 30D | -39.1% | +4.5% | -43.6% | -46.1% |
| 3M | -32.8% | +2.1% | -34.8% | -36.2% |
| 6M | -31.7% | +10.5% | -42.2% | -50.4% |
| YTD | +26.9% | +15.1% | +11.9% | -17.6% |
| 1Y | +33.6% | +16.9% | +16.7% | -16.5% |
| All | +33.6% | +17.3% | +16.3% | -16.5% |
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