+632.9%
MRK vs VUG
+1,246.8%
-613.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -1.0% |
| 7D | -0.9% | +0.9% | -1.8% | -1.4% |
| 30D | +15.5% | -1.4% | +16.9% | +16.3% |
| 3M | +25.1% | +2.3% | +22.8% | +22.9% |
| 6M | +30.1% | +15.7% | +14.4% | +19.2% |
| YTD | +43.1% | +8.6% | +34.5% | +35.3% |
| 1Y | +82.5% | +14.1% | +68.4% | +67.4% |
| 3Y | +49.3% | +87.9% | -38.6% | -0.5% |
| 5Y | +130.3% | +76.3% | +53.9% | +52.6% |
| 10Y | +234.3% | +409.7% | -175.3% | -3.9% |
| All | +632.9% | +1,246.8% | -613.9% | -5.6% |
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