+62.6%
XYZ vs VIG
+67.2%
-4.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | -1.1% | +3.5% | -4.5% | -7.7% |
| 30D | +11.5% | +4.9% | +6.6% | +1.7% |
| 3M | +1.8% | +2.5% | -0.7% | -2.7% |
| 6M | +21.2% | +11.0% | +10.2% | -0.8% |
| YTD | +29.9% | +16.0% | +14.0% | -1.6% |
| 1Y | +35.8% | +17.5% | +18.2% | +0.2% |
| 3Y | +62.6% | +67.0% | -4.4% | -36.6% |
| All | +62.6% | +67.2% | -4.6% | -36.6% |
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