+301.7%
SPOT vs VUG
+288.6%
+13.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.5% |
| 7D | -2.6% | +4.4% | -7.0% | -6.8% |
| 30D | +13.5% | -7.3% | +20.8% | +21.4% |
| 3M | +22.2% | -4.2% | +26.5% | +25.8% |
| 6M | +38.3% | -1.6% | +39.9% | +36.6% |
| YTD | +3.1% | +4.9% | -1.8% | -5.2% |
| 1Y | -7.6% | +3.8% | -11.4% | -14.2% |
| 3Y | +250.0% | +79.4% | +170.6% | +74.7% |
| 5Y | +113.3% | +63.9% | +49.4% | +19.3% |
| All | +301.7% | +288.6% | +13.1% | +11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling