+63.4%
VSH vs VIG
+19.5%
+43.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +2.1% | -7.2% | -9.6% |
| 7D | -13.6% | +2.7% | -16.4% | -19.0% |
| 30D | -30.4% | +7.0% | -37.4% | -41.2% |
| 3M | -33.3% | +4.0% | -37.3% | -39.6% |
| 6M | -15.1% | +12.3% | -27.3% | -36.5% |
| YTD | +80.2% | +16.4% | +63.8% | +21.2% |
| 1Y | +63.4% | +19.2% | +44.1% | +2.0% |
| All | +63.4% | +19.5% | +43.8% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling