+343.3%
SPGI vs VUG
+398.3%
-54.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.8% |
| 7D | +1.2% | +2.5% | -1.3% | -0.7% |
| 30D | +15.9% | -6.3% | +22.2% | +21.3% |
| 3M | +12.3% | -6.0% | +18.3% | +17.0% |
| 6M | +23.7% | -3.5% | +27.2% | +25.4% |
| YTD | -3.5% | +3.9% | -7.5% | -8.2% |
| 1Y | +0.4% | +5.1% | -4.7% | -5.4% |
| 3Y | +29.9% | +77.9% | -48.0% | -24.6% |
| 5Y | +15.2% | +62.4% | -47.2% | -28.1% |
| All | +343.3% | +398.3% | -54.9% | -15.9% |
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 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