+112.6%
SPOT vs VUG
+75.3%
+37.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | -6.5% | +0.1% | -6.6% | -6.6% |
| 30D | +2.2% | -1.7% | +3.9% | +4.0% |
| 3M | +5.4% | +2.8% | +2.6% | +0.8% |
| 6M | -4.0% | +13.6% | -17.6% | -18.9% |
| YTD | -9.9% | +8.1% | -18.0% | -19.3% |
| 1Y | -27.3% | +13.1% | -40.3% | -38.8% |
| 3Y | +236.4% | +87.0% | +149.4% | +43.1% |
| 5Y | +112.6% | +76.0% | +36.6% | +1.2% |
| All | +112.6% | +75.3% | +37.3% | +1.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling