+108.7%
SMR vs VUG
+79.9%
+28.7%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.2% | -7.6% | -7.3% |
| 7D | +10.3% | +4.4% | +5.9% | +0.4% |
| 30D | -25.7% | -7.3% | -18.4% | -10.7% |
| 3M | -49.7% | -4.2% | -45.5% | -43.7% |
| 6M | -59.8% | -1.6% | -58.3% | -56.5% |
| YTD | -66.0% | +4.9% | -70.9% | -67.0% |
| 1Y | -81.4% | +3.8% | -85.2% | -81.4% |
| All | +108.7% | +79.9% | +28.7% | +19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling