+18.5%
ADP vs VUG
+90.1%
-71.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.0% |
| 7D | -3.4% | -0.1% | -3.3% | -3.4% |
| 30D | +2.8% | -0.3% | +3.1% | +2.9% |
| 3M | +20.9% | -0.7% | +21.6% | +21.1% |
| 6M | +29.9% | +14.6% | +15.2% | +24.2% |
| YTD | +9.6% | +9.0% | +0.6% | +6.6% |
| 1Y | -5.3% | +14.9% | -20.1% | -9.7% |
| All | +18.5% | +90.1% | -71.6% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling