-8.5%
BX vs VUG
+4.9%
-13.4%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +5.1% |
| 7D | +8.3% | -3.0% | +11.3% | +10.7% |
| 30D | +13.5% | -6.4% | +20.0% | +19.5% |
| 3M | -7.6% | -3.2% | -4.4% | -5.5% |
| 6M | +4.0% | +3.1% | +0.9% | +0.5% |
| YTD | -15.2% | +6.3% | -21.5% | -20.5% |
| 1Y | -8.5% | +5.2% | -13.7% | -13.4% |
| All | -8.5% | +4.9% | -13.4% | -13.4% |
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 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