-58.0%
Z vs VIG
+17.0%
-75.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.4% | +1.4% | -0.9% |
| 7D | -5.2% | +0.4% | -5.6% | -5.1% |
| 30D | +5.7% | +4.3% | +1.5% | -0.4% |
| 3M | -8.7% | +2.0% | -10.8% | -11.1% |
| 6M | -26.0% | +10.2% | -36.2% | -34.8% |
| YTD | -55.0% | +14.8% | -69.8% | -62.7% |
| All | -58.0% | +17.0% | -75.0% | -66.4% |
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