+78.8%
U vs VIG
+65.9%
+12.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.3% | -2.4% | -2.6% |
| 7D | +24.4% | +1.0% | +23.4% | +20.4% |
| 30D | +7.4% | +4.5% | +2.8% | -3.3% |
| 3M | +16.8% | +2.1% | +14.7% | +10.6% |
| 6M | +78.8% | +10.5% | +68.3% | +44.3% |
| YTD | +14.0% | +15.1% | -1.1% | -15.5% |
| 1Y | +16.7% | +16.9% | -0.2% | -16.2% |
| All | +78.8% | +65.9% | +12.8% | -45.2% |
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