+88.0%
UUUU vs VIG
+61.9%
+26.1%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.9% | -5.5% |
| 7D | -5.0% | -2.2% | -2.8% | -1.0% |
| 30D | -7.8% | -3.2% | -4.6% | -2.0% |
| 3M | -0.4% | +3.0% | -3.5% | -5.3% |
| 6M | -32.9% | +8.1% | -41.0% | -40.6% |
| YTD | -6.3% | +9.1% | -15.3% | -18.4% |
| 1Y | +7.9% | +12.6% | -4.7% | -10.7% |
| 3Y | +85.2% | +55.4% | +29.8% | -17.6% |
| All | +88.0% | +61.9% | +26.1% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling