-13.6%
BKNG vs VUG
+4.9%
-18.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.5% | +8.3% | +9.0% |
| 7D | +15.6% | -3.0% | +18.6% | +17.3% |
| 30D | +8.0% | -6.4% | +14.4% | +11.7% |
| 3M | -11.8% | -3.2% | -8.6% | -10.6% |
| 6M | +3.8% | +3.1% | +0.7% | 0.0% |
| YTD | -19.6% | +6.3% | -25.9% | -24.0% |
| 1Y | -13.6% | +5.2% | -18.8% | -17.6% |
| All | -13.6% | +4.9% | -18.5% | -17.6% |
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