+6.5%
ABNB vs VUG
+76.0%
-69.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.4% | -3.7% | -3.6% |
| 7D | -4.4% | +0.9% | -5.2% | -5.4% |
| 30D | -2.0% | -1.4% | -0.6% | -0.4% |
| 3M | +29.8% | +2.3% | +27.5% | +25.5% |
| 6M | +31.0% | +15.7% | +15.3% | +8.4% |
| YTD | +28.6% | +8.6% | +20.0% | +15.2% |
| 1Y | +40.1% | +14.1% | +26.0% | +17.1% |
| 3Y | +19.7% | +87.9% | -68.2% | -49.5% |
| 5Y | +6.5% | +76.3% | -69.8% | -46.0% |
| All | +6.5% | +76.0% | -69.5% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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