-51.4%
VG vs VIG
+23.8%
-75.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -22.0% | -1.8% | -20.3% | -21.0% |
| 30D | -11.6% | +2.7% | -14.3% | -14.2% |
| 3M | -14.9% | 0.0% | -14.8% | -15.3% |
| 6M | -3.5% | +6.8% | -10.3% | -11.8% |
| YTD | +70.0% | +12.1% | +57.9% | +42.0% |
| 1Y | +50.0% | +14.8% | +35.2% | +19.3% |
| All | -51.4% | +23.8% | -75.2% | -62.4% |
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