+19.3%
MA vs VG
+45.2%
-25.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.0% | +1.5% | -2.6% |
| 7D | +3.2% | -22.0% | +25.2% | +2.6% |
| 30D | +15.9% | -14.7% | +30.7% | +15.5% |
| 3M | +15.2% | -7.1% | +22.2% | +14.9% |
| 6M | +32.4% | -11.2% | +43.5% | +32.1% |
| YTD | +15.6% | +69.8% | -54.2% | +14.4% |
| 1Y | +19.3% | +49.9% | -30.6% | +17.9% |
| All | +19.3% | +45.2% | -25.9% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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