+51.8%
VG vs VIG
+19.5%
+32.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +2.1% | -9.8% | -4.0% |
| 7D | -16.4% | +2.7% | -19.1% | -12.2% |
| 30D | -10.8% | +7.0% | -17.8% | +0.3% |
| 3M | -6.3% | +4.0% | -10.3% | +0.5% |
| 6M | -12.5% | +12.3% | -24.8% | +5.6% |
| YTD | +76.9% | +16.4% | +60.5% | +125.1% |
| 1Y | +51.8% | +19.2% | +32.6% | +82.9% |
| All | +51.8% | +19.5% | +32.3% | +82.9% |
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