+82.6%
SMR vs VUG
+85.5%
-2.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -2.2% |
| 7D | +13.1% | +0.1% | +13.0% | +12.7% |
| 30D | +17.8% | -1.7% | +19.4% | +22.7% |
| 3M | +8.1% | +2.8% | +5.3% | +3.4% |
| 6M | -11.1% | +13.6% | -24.7% | -29.0% |
| YTD | -23.7% | +8.1% | -31.8% | -31.6% |
| 1Y | -69.4% | +13.1% | -82.5% | -74.2% |
| All | +82.6% | +85.5% | -2.9% | -24.4% |
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