+519.9%
FIX vs VUG
+80.4%
+439.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.7% | +3.4% | +2.4% |
| 7D | +6.4% | -1.1% | +7.5% | +9.0% |
| 30D | -29.1% | -7.0% | -22.1% | -19.9% |
| 3M | -31.1% | -3.7% | -27.4% | -26.3% |
| 6M | -42.8% | -1.6% | -41.2% | -40.5% |
| YTD | +24.6% | +5.1% | +19.5% | +17.4% |
| 1Y | +21.9% | +3.8% | +18.2% | +17.9% |
| All | +519.9% | +80.4% | +439.5% | +186.8% |
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