+14.1%
AGG vs VUG
+424.7%
-410.6%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | -1.1% | -1.0% | -0.2% | -1.1% |
| 3M | -1.9% | +3.5% | -5.5% | -2.1% |
| 6M | -1.7% | +14.2% | -15.9% | -2.2% |
| YTD | -1.3% | +8.5% | -9.8% | -1.6% |
| 1Y | -0.7% | +12.9% | -13.6% | -1.3% |
| 3Y | +12.5% | +85.6% | -73.2% | +9.5% |
| 5Y | -2.5% | +78.1% | -80.6% | -5.5% |
| All | +14.1% | +424.7% | -410.6% | +9.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling