+11.5%
TSN vs VIG
+57.1%
-45.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.0% |
| 7D | -5.0% | -0.4% | -4.6% | -4.9% |
| 30D | -9.1% | -2.1% | -7.0% | -8.2% |
| 3M | -7.4% | +3.3% | -10.7% | -8.9% |
| 6M | -13.4% | +9.3% | -22.7% | -17.2% |
| YTD | -8.5% | +10.1% | -18.6% | -13.0% |
| 1Y | -3.2% | +14.7% | -17.9% | -9.8% |
| 3Y | +11.5% | +56.9% | -45.5% | -18.3% |
| All | +11.5% | +57.1% | -45.6% | -18.3% |
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