+11.6%
W vs VIG
+12.7%
-1.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -1.3% |
| 7D | +0.5% | -2.2% | +2.7% | +7.4% |
| 30D | -5.6% | -3.2% | -2.4% | +4.2% |
| 3M | +41.9% | +3.0% | +38.9% | +34.0% |
| 6M | +30.2% | +8.1% | +22.1% | +8.9% |
| YTD | -2.9% | +9.1% | -12.0% | -19.1% |
| 1Y | +11.6% | +12.6% | -1.0% | -12.9% |
| All | +11.6% | +12.7% | -1.1% | -12.9% |
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