+76.4%
SLB vs VUG
+62.0%
+14.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.9% |
| 7D | +3.5% | +2.5% | +1.0% | +2.4% |
| 30D | +6.5% | -6.3% | +12.8% | +9.4% |
| 3M | -0.2% | -6.0% | +5.8% | +2.3% |
| 6M | -5.7% | -3.5% | -2.2% | -4.6% |
| YTD | +36.8% | +3.9% | +32.9% | +33.8% |
| 1Y | +45.8% | +5.1% | +40.7% | +41.8% |
| 3Y | +3.4% | +77.9% | -74.5% | -18.9% |
| All | +76.4% | +62.0% | +14.3% | +39.7% |
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 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