+1,024.4%
VRT vs VIG
+63.6%
+960.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +5.4% |
| 7D | +13.6% | -0.4% | +14.0% | +14.5% |
| 30D | +6.8% | -2.1% | +8.9% | +11.4% |
| 3M | -3.2% | +3.3% | -6.6% | -9.8% |
| 6M | +20.3% | +9.3% | +11.1% | +0.3% |
| YTD | +79.6% | +10.1% | +69.4% | +47.9% |
| 1Y | +139.0% | +14.7% | +124.3% | +82.0% |
| 3Y | +644.6% | +56.9% | +587.7% | +211.5% |
| 5Y | +1,024.4% | +62.9% | +961.4% | +345.2% |
| All | +1,024.4% | +63.6% | +960.8% | +345.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling