+365.7%
ALAB vs VUG
+55.7%
+310.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.4% | -6.6% | -6.1% |
| 7D | +3.2% | +0.9% | +2.3% | +1.1% |
| 30D | -13.6% | -1.4% | -12.1% | -10.4% |
| 3M | -16.6% | +2.3% | -18.9% | -17.8% |
| 6M | +142.3% | +15.7% | +126.6% | +84.5% |
| YTD | +73.6% | +8.6% | +65.0% | +53.1% |
| 1Y | +33.7% | +14.1% | +19.6% | +8.3% |
| All | +365.7% | +55.7% | +310.0% | +110.4% |
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 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