-2.1%
MA vs VUG
+14.2%
-16.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | -1.8% | +0.9% | -2.6% | -1.9% |
| 30D | +1.4% | -1.4% | +2.8% | +1.6% |
| 3M | +17.7% | +2.3% | +15.4% | +17.0% |
| 6M | +9.7% | +15.7% | -6.0% | +4.3% |
| YTD | +0.5% | +8.6% | -8.1% | -3.2% |
| 1Y | -2.1% | +14.1% | -16.1% | -7.9% |
| All | -2.1% | +14.2% | -16.3% | -7.9% |
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