-50.9%
FIX vs VUG
-3.1%
-47.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -5.5% | -6.1% | -2.7% |
| 7D | -27.2% | -7.1% | -20.1% | -17.5% |
| 30D | -46.9% | -12.1% | -34.8% | -34.3% |
| 3M | -44.4% | -8.1% | -36.3% | -35.5% |
| 6M | -50.9% | -3.2% | -47.7% | -48.3% |
| All | -50.9% | -3.1% | -47.8% | -48.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling