+264.0%
SPOT vs VUG
+303.9%
-39.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.7% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | +12.5% | -0.3% | +12.8% | +12.6% |
| 3M | +9.9% | -0.7% | +10.6% | +9.4% |
| 6M | +1.6% | +14.6% | -13.1% | -13.8% |
| YTD | -6.6% | +9.0% | -15.6% | -16.3% |
| 1Y | -22.9% | +14.9% | -37.8% | -35.1% |
| 3Y | +244.3% | +86.0% | +158.2% | +68.1% |
| 5Y | +117.8% | +76.7% | +41.1% | +14.9% |
| All | +264.0% | +303.9% | -39.9% | -1.6% |
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 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