+39.9%
VSH vs VIG
+64.4%
-24.6%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.2% | -4.2% |
| 7D | +14.3% | +3.5% | +10.9% | +8.2% |
| 30D | -7.9% | +4.9% | -12.8% | -14.6% |
| 3M | -19.9% | +2.5% | -22.4% | -22.8% |
| 6M | -30.5% | +11.0% | -41.5% | -41.3% |
| YTD | +85.7% | +16.0% | +69.7% | +46.8% |
| 1Y | +98.9% | +17.5% | +81.4% | +54.3% |
| 3Y | +32.1% | +67.0% | -34.9% | -35.0% |
| All | +39.9% | +64.4% | -24.6% | -28.4% |
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