+379.7%
VRT vs VIG
+67.2%
+312.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +10.5% | +3.5% | +7.0% | +2.7% |
| 30D | -9.3% | +4.9% | -14.3% | -18.5% |
| 3M | -29.6% | +2.5% | -32.1% | -33.4% |
| 6M | -45.4% | +11.0% | -56.4% | -56.7% |
| YTD | +24.8% | +16.0% | +8.8% | -9.4% |
| 1Y | +23.6% | +17.5% | +6.1% | -12.5% |
| 3Y | +379.7% | +67.0% | +312.7% | +68.5% |
| All | +379.7% | +67.2% | +312.5% | +68.5% |
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 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