+633.7%
MRK vs VUG
+1,188.6%
-554.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.0% |
| 7D | +0.7% | +2.5% | -1.8% | -0.6% |
| 30D | +0.3% | -6.3% | +6.5% | +3.5% |
| 3M | +9.7% | -6.0% | +15.7% | +12.9% |
| 6M | +32.0% | -3.5% | +35.5% | +33.1% |
| YTD | +43.3% | +3.9% | +39.3% | +38.2% |
| 1Y | +63.7% | +5.1% | +58.6% | +56.8% |
| 3Y | +58.0% | +77.9% | -19.9% | +8.4% |
| 5Y | +105.0% | +62.4% | +42.6% | +42.5% |
| 10Y | +228.6% | +399.4% | -170.8% | -5.4% |
| All | +633.7% | +1,188.6% | -554.9% | -3.6% |
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