+2,723.0%
VRT vs VIG
+166.9%
+2,556.1%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.8% | +5.0% |
| 7D | +9.1% | -0.4% | +9.6% | +9.8% |
| 30D | +0.9% | -1.0% | +1.9% | +2.1% |
| 3M | -13.4% | +2.8% | -16.1% | -16.3% |
| 6M | +11.7% | +8.2% | +3.5% | +1.3% |
| YTD | +73.2% | +11.0% | +62.2% | +52.5% |
| 1Y | +123.4% | +16.1% | +107.3% | +86.6% |
| 3Y | +606.2% | +56.2% | +550.0% | +331.3% |
| 5Y | +899.9% | +63.0% | +836.9% | +503.6% |
| All | +2,723.0% | +166.9% | +2,556.1% | +1,166.6% |
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