+19.9%
MA vs VUG
+2.7%
+17.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +1.8% | -1.2% | +3.0% | +2.0% |
| 30D | +11.8% | -8.9% | +20.7% | +13.2% |
| 3M | +17.2% | -5.9% | +23.1% | +18.0% |
| 6M | +33.4% | -3.3% | +36.7% | +33.1% |
| YTD | +16.1% | +3.4% | +12.7% | +12.2% |
| 1Y | +19.9% | +1.9% | +18.0% | +16.9% |
| All | +19.9% | +2.7% | +17.2% | +16.9% |
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 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