+36.5%
WOLF vs VIG
+16.5%
+20.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | 0.0% | -6.3% | -6.4% |
| 7D | +4.4% | +3.5% | +0.9% | -6.4% |
| 30D | +1.0% | +4.9% | -3.9% | -14.7% |
| 3M | -21.2% | +2.5% | -23.7% | -27.4% |
| 6M | -60.3% | +11.0% | -71.4% | -72.5% |
| YTD | +42.6% | +16.0% | +26.6% | -9.8% |
| 1Y | +36.5% | +17.5% | +19.0% | -14.1% |
| All | +36.5% | +16.5% | +20.0% | -14.1% |
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