+32.6%
XYZ vs VIG
+17.0%
+15.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.4% | +1.2% | -1.8% |
| 7D | +14.9% | +0.4% | +14.5% | +14.1% |
| 30D | +14.7% | +4.3% | +10.4% | +5.0% |
| 3M | +12.1% | +2.0% | +10.1% | +7.8% |
| 6M | +18.3% | +10.2% | +8.1% | -3.6% |
| YTD | +36.1% | +14.8% | +21.3% | +3.7% |
| All | +32.6% | +17.0% | +15.6% | -3.3% |
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