+244.3%
VIK vs VIG
+50.6%
+193.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | +2.7% | +3.5% | -0.8% | -3.8% |
| 30D | +8.8% | +4.9% | +3.9% | -0.5% |
| 3M | -15.3% | +2.5% | -17.8% | -19.1% |
| 6M | +9.4% | +11.0% | -1.7% | -10.3% |
| YTD | +25.9% | +16.0% | +9.9% | -3.6% |
| 1Y | +51.0% | +17.5% | +33.4% | +13.0% |
| All | +244.3% | +50.6% | +193.7% | +77.9% |
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 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