+15.4%
VT vs VIG
+19.5%
-4.1%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | -0.6% |
| 7D | -0.3% | +2.7% | -3.0% | -3.2% |
| 30D | -1.4% | +7.0% | -8.4% | -8.6% |
| 3M | -1.4% | +4.0% | -5.4% | -5.6% |
| 6M | +5.5% | +12.3% | -6.8% | -7.5% |
| YTD | +12.8% | +16.4% | -3.5% | -5.1% |
| 1Y | +15.4% | +19.2% | -3.8% | -5.5% |
| All | +15.4% | +19.5% | -4.1% | -5.5% |
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