-91.9%
UUUU vs VIG
+570.7%
-662.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +2.0% |
| 7D | +2.8% | -0.4% | +3.2% | +3.3% |
| 30D | +3.4% | -2.1% | +5.5% | +6.3% |
| 3M | -3.9% | +3.3% | -7.2% | -7.5% |
| 6M | -23.2% | +9.3% | -32.5% | -30.4% |
| YTD | +0.6% | +10.1% | -9.6% | -9.9% |
| 1Y | +22.9% | +14.7% | +8.1% | +5.0% |
| 3Y | +98.6% | +56.9% | +41.7% | +14.9% |
| 5Y | +130.2% | +62.9% | +67.3% | +35.0% |
| 10Y | +519.5% | +241.3% | +278.2% | +67.3% |
| All | -91.9% | +570.7% | -662.6% | -98.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling