+87.6%
WAT vs VIG
+67.2%
+20.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -2.1% |
| 7D | +0.7% | -0.3% | +1.0% | +1.2% |
| 30D | +9.0% | +4.9% | +4.1% | +1.6% |
| 3M | +13.5% | +2.9% | +10.5% | +8.8% |
| 6M | +35.3% | +11.2% | +24.1% | +16.0% |
| YTD | +24.0% | +16.0% | +8.0% | +0.3% |
| 1Y | +22.0% | +17.0% | +5.0% | -2.5% |
| All | +87.6% | +67.2% | +20.4% | -17.6% |
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