+1.3%
U vs VIG
+13.0%
-11.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +3.2% |
| 7D | +5.5% | -1.1% | +6.6% | +7.6% |
| 30D | -1.3% | -2.7% | +1.5% | +4.0% |
| 3M | +64.6% | +2.5% | +62.0% | +57.5% |
| 6M | +119.4% | +9.2% | +110.1% | +86.9% |
| YTD | -0.5% | +9.8% | -10.3% | -16.5% |
| 1Y | +1.3% | +12.4% | -11.1% | -19.1% |
| All | +1.3% | +13.0% | -11.8% | -19.1% |
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 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