+30.7%
WOLF vs VIG
+12.9%
+17.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.8% | +2.7% | +4.9% |
| 7D | +9.8% | -0.4% | +10.2% | +11.2% |
| 30D | -12.1% | -2.1% | -10.1% | -5.2% |
| 3M | -47.9% | +3.3% | -51.2% | -54.6% |
| 6M | +74.3% | +9.3% | +65.0% | +28.3% |
| YTD | +65.9% | +10.1% | +55.7% | +21.8% |
| All | +30.7% | +12.9% | +17.7% | -12.1% |
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 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