+777.0%
FIX vs VUG
+86.3%
+690.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.6% |
| 7D | +6.0% | -0.1% | +6.1% | +6.1% |
| 30D | -7.2% | -0.3% | -6.9% | -6.9% |
| 3M | -15.9% | -0.7% | -15.2% | -14.7% |
| 6M | +12.7% | +14.6% | -1.9% | -7.2% |
| YTD | +72.8% | +9.0% | +63.8% | +52.9% |
| 1Y | +122.9% | +14.9% | +108.0% | +85.0% |
| All | +777.0% | +86.3% | +690.6% | +326.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling