+14.8%
SPY vs VG
+47.2%
-32.4%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.7% | +9.3% | +1.3% |
| 7D | -0.7% | -16.4% | +15.7% | -1.3% |
| 30D | -1.0% | -10.8% | +9.7% | -1.4% |
| 3M | -0.3% | -6.3% | +6.0% | -0.4% |
| 6M | +7.3% | -12.5% | +19.8% | +7.4% |
| YTD | +13.3% | +76.9% | -63.6% | +10.0% |
| 1Y | +14.8% | +51.8% | -37.0% | +12.2% |
| All | +14.8% | +47.2% | -32.4% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling