+55.3%
BE vs VUG
+4.9%
+50.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.5% | -7.9% | -11.1% |
| 7D | -12.1% | -3.0% | -9.1% | -3.4% |
| 30D | -30.1% | -6.4% | -23.7% | -12.8% |
| 3M | -12.1% | -3.2% | -8.9% | -0.9% |
| 6M | -30.6% | +3.1% | -33.7% | -33.8% |
| YTD | +130.6% | +6.3% | +124.4% | +108.7% |
| 1Y | +55.3% | +5.2% | +50.1% | +52.5% |
| All | +55.3% | +4.9% | +50.4% | +52.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling