-67.0%
SE vs VUG
+76.0%
-143.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.7% |
| 7D | +0.6% | +0.9% | -0.3% | -0.7% |
| 30D | -0.1% | -1.4% | +1.3% | +1.9% |
| 3M | +34.1% | +2.3% | +31.8% | +28.6% |
| 6M | +23.2% | +15.7% | +7.5% | -2.4% |
| YTD | -11.2% | +8.6% | -19.8% | -22.5% |
| 1Y | -40.5% | +14.1% | -54.6% | -52.0% |
| 3Y | +196.3% | +87.9% | +108.4% | -1.6% |
| 5Y | -67.0% | +76.3% | -143.4% | -86.6% |
| All | -67.0% | +76.0% | -143.0% | -86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling