+1,855.0%
VRT vs VIG
+176.7%
+1,678.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.5% |
| 7D | -17.7% | +1.0% | -18.7% | -18.6% |
| 30D | -20.0% | +4.5% | -24.5% | -24.5% |
| 3M | -28.1% | +2.1% | -30.1% | -29.9% |
| 6M | -42.8% | +10.5% | -53.3% | -49.7% |
| YTD | +20.0% | +15.1% | +4.9% | +0.9% |
| 1Y | +3.5% | +16.9% | -13.4% | -14.4% |
| 3Y | +366.1% | +65.6% | +300.5% | +164.2% |
| 5Y | +632.2% | +64.4% | +567.8% | +331.4% |
| All | +1,855.0% | +176.7% | +1,678.3% | +738.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling