+85.4%
BE vs VUG
+3.5%
+81.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.9% | -4.0% | -2.1% |
| 7D | +10.8% | +2.5% | +8.3% | +3.9% |
| 30D | -19.8% | -6.3% | -13.5% | +0.7% |
| 3M | -18.7% | -6.0% | -12.7% | +2.4% |
| 6M | -33.7% | -3.5% | -30.2% | -21.2% |
| YTD | +121.0% | +3.9% | +117.0% | +119.4% |
| 1Y | +85.4% | +5.1% | +80.3% | +78.3% |
| All | +85.4% | +3.5% | +81.9% | +78.3% |
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