+69.7%
VT vs VIG
+63.1%
+6.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.7% | -0.6% |
| 7D | -4.2% | -2.0% | -2.2% | -2.1% |
| 30D | -5.8% | +2.7% | -8.5% | -8.4% |
| 3M | -5.2% | +0.3% | -5.6% | -5.6% |
| 6M | +0.1% | +7.6% | -7.5% | -7.3% |
| YTD | +8.2% | +12.5% | -4.3% | -4.2% |
| 1Y | +10.1% | +14.8% | -4.7% | -4.6% |
| All | +69.7% | +63.1% | +6.5% | +1.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling