+3.7%
SO vs VUG
+4.9%
-1.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.2% | -0.2% |
| 7D | +1.7% | -3.0% | +4.8% | +0.9% |
| 30D | +11.1% | -6.4% | +17.6% | +9.2% |
| 3M | +0.7% | -3.2% | +3.9% | -0.2% |
| 6M | -1.4% | +3.1% | -4.5% | -0.5% |
| YTD | +9.4% | +6.3% | +3.1% | +10.4% |
| 1Y | +3.7% | +5.2% | -1.4% | +4.9% |
| All | +3.7% | +4.9% | -1.1% | +4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling