+17,916.2%
FIX vs VUG
+1,145.8%
+16,770.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | -5.5% | -6.1% | -5.5% |
| 7D | -27.2% | -7.1% | -20.1% | -20.8% |
| 30D | -46.9% | -12.1% | -34.8% | -38.3% |
| 3M | -44.4% | -8.1% | -36.3% | -38.5% |
| 6M | -50.9% | -3.2% | -47.7% | -48.4% |
| YTD | +3.5% | +0.5% | +3.1% | +5.0% |
| 1Y | -2.1% | -0.7% | -1.4% | +1.1% |
| 3Y | +418.7% | +77.1% | +341.6% | +201.7% |
| 5Y | +894.6% | +56.2% | +838.4% | +540.0% |
| 10Y | +3,465.5% | +394.1% | +3,071.4% | +477.1% |
| All | +17,916.2% | +1,145.8% | +16,770.4% | +861.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling