+23.4%
WOLF vs VIG
+12.3%
+11.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -3.5% |
| 7D | +2.4% | -1.2% | +3.5% | +6.8% |
| 30D | -6.9% | -2.8% | -4.1% | +3.6% |
| 3M | -44.1% | +2.5% | -46.5% | -49.5% |
| 6M | +53.6% | +8.1% | +45.5% | +17.2% |
| YTD | +56.7% | +9.6% | +47.1% | +17.5% |
| All | +23.4% | +12.3% | +11.1% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling