+334.3%
SPGI vs VUG
+405.9%
-71.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -1.4% |
| 7D | -0.9% | +0.5% | -1.4% | -1.4% |
| 30D | +15.5% | -8.2% | +23.7% | +22.8% |
| 3M | +15.7% | -5.4% | +21.1% | +20.0% |
| 6M | +19.1% | -2.5% | +21.6% | +19.7% |
| YTD | -4.1% | +4.2% | -8.3% | -8.8% |
| 1Y | +1.2% | +5.0% | -3.8% | -4.7% |
| 3Y | +31.6% | +81.7% | -50.1% | -25.0% |
| 5Y | +12.4% | +62.5% | -50.1% | -29.8% |
| 10Y | +334.3% | +396.3% | -62.0% | -14.6% |
| All | +334.3% | +405.9% | -71.6% | -14.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling