+51.2%
JNJ vs VUG
+4.9%
+46.3%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.3% | +4.2% |
| 7D | +1.9% | -3.0% | +5.0% | +1.1% |
| 30D | +9.2% | -6.4% | +15.7% | +7.3% |
| 3M | +8.9% | -3.2% | +12.1% | +7.9% |
| 6M | +24.6% | +3.1% | +21.5% | +25.1% |
| YTD | +35.7% | +6.3% | +29.4% | +35.4% |
| 1Y | +51.2% | +5.2% | +46.0% | +51.4% |
| All | +51.2% | +4.9% | +46.3% | +51.4% |
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