+1,251.0%
BE vs VUG
+76.0%
+1,175.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.4% | +10.0% | +10.2% |
| 7D | +29.8% | +0.9% | +28.9% | +28.0% |
| 30D | +26.4% | -1.4% | +27.8% | +29.7% |
| 3M | +9.3% | +2.3% | +7.0% | +8.1% |
| 6M | +105.1% | +15.7% | +89.4% | +69.3% |
| YTD | +219.0% | +8.6% | +210.4% | +193.1% |
| 1Y | +418.8% | +14.1% | +404.7% | +358.8% |
| 3Y | +1,784.6% | +87.9% | +1,696.7% | +681.6% |
| 5Y | +1,251.0% | +76.3% | +1,174.7% | +587.4% |
| All | +1,251.0% | +76.0% | +1,175.0% | +587.4% |
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