+589.4%
SE vs VUG
+317.6%
+271.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | -6.1% | -0.1% | -6.0% | -6.0% |
| 30D | -2.5% | -0.3% | -2.1% | -2.2% |
| 3M | +21.7% | -0.7% | +22.4% | +22.3% |
| 6M | +27.0% | +14.6% | +12.4% | +4.3% |
| YTD | -12.1% | +9.0% | -21.2% | -22.7% |
| 1Y | -40.9% | +14.9% | -55.8% | -51.7% |
| 3Y | +191.0% | +86.0% | +104.9% | +15.9% |
| 5Y | -68.3% | +76.7% | -145.0% | -85.2% |
| All | +589.4% | +317.6% | +271.8% | +20.7% |
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