+23,046.1%
BKNG vs VUG
+1,240.0%
+21,806.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.3% |
| 7D | -13.1% | +0.1% | -13.2% | -13.2% |
| 30D | -18.5% | -1.7% | -16.8% | -17.2% |
| 3M | +5.8% | +2.8% | +2.9% | +2.1% |
| 6M | -2.1% | +13.6% | -15.7% | -15.2% |
| YTD | -18.6% | +8.1% | -26.7% | -25.6% |
| 1Y | -21.7% | +13.1% | -34.7% | -32.0% |
| 3Y | +40.9% | +87.0% | -46.1% | -29.3% |
| 5Y | +91.0% | +76.0% | +15.0% | +0.3% |
| 10Y | +213.2% | +420.5% | -207.3% | -54.1% |
| All | +23,046.1% | +1,240.0% | +21,806.1% | +1,080.7% |
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