-0.8%
F vs VUG
+0.3%
-1.1%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -1.2% |
| 7D | +1.6% | -3.4% | +4.9% | +3.4% |
| 30D | +2.6% | -11.1% | +13.7% | +10.0% |
| 3M | -8.8% | -7.2% | -1.6% | -5.2% |
| 6M | +4.6% | -4.1% | +8.8% | +7.1% |
| YTD | -1.9% | +1.4% | -3.3% | -5.1% |
| 1Y | -0.8% | +1.9% | -2.7% | -4.5% |
| All | -0.8% | +0.3% | -1.1% | -4.5% |
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