+191.2%
TER vs VIG
+67.2%
+124.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | 0.0% | -5.4% | -5.4% |
| 7D | +14.4% | +3.5% | +10.9% | +6.4% |
| 30D | -30.6% | +4.9% | -35.5% | -37.5% |
| 3M | -39.2% | +2.5% | -41.7% | -42.4% |
| 6M | -31.3% | +11.0% | -42.3% | -45.7% |
| YTD | +29.1% | +16.0% | +13.1% | -5.6% |
| 1Y | +47.4% | +17.5% | +29.9% | +5.2% |
| 3Y | +191.2% | +67.0% | +124.2% | -6.4% |
| All | +191.2% | +67.2% | +124.0% | -6.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling