+58.0%
VZ vs VIG
+67.2%
-9.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.9% | +3.1% | -2.2% | +0.2% |
| 30D | +6.9% | +5.0% | +1.9% | +5.6% |
| 3M | +0.6% | +2.7% | -2.1% | -0.1% |
| 6M | +0.3% | +11.0% | -10.7% | -2.3% |
| YTD | +21.9% | +16.0% | +5.9% | +17.1% |
| 1Y | +21.7% | +16.3% | +5.4% | +16.8% |
| All | +58.0% | +67.2% | -9.2% | +41.3% |
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