+641.7%
BE vs VUG
+241.8%
+399.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.6% | -3.1% |
| 7D | -13.4% | -1.2% | -12.2% | -10.6% |
| 30D | -33.9% | -8.9% | -25.0% | -20.9% |
| 3M | -12.0% | -5.9% | -6.1% | +0.6% |
| 6M | -29.0% | -3.3% | -25.7% | -20.0% |
| YTD | +113.4% | +3.4% | +110.0% | +119.9% |
| 1Y | +33.2% | +1.9% | +31.3% | +43.6% |
| 3Y | +1,659.2% | +76.9% | +1,582.3% | +712.6% |
| 5Y | +461.4% | +63.9% | +397.5% | +210.7% |
| All | +641.7% | +241.8% | +399.9% | +53.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling