+1,744.2%
TER vs VUG
+408.5%
+1,335.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.7% |
| 7D | +11.0% | +0.9% | +10.1% | +9.5% |
| 30D | -1.9% | -1.4% | -0.4% | +0.1% |
| 3M | -0.7% | +2.3% | -3.0% | -2.3% |
| 6M | +36.4% | +15.7% | +20.7% | +15.1% |
| YTD | +92.4% | +8.6% | +83.8% | +77.3% |
| 1Y | +213.5% | +14.1% | +199.5% | +173.5% |
| 3Y | +277.2% | +87.9% | +189.3% | +76.8% |
| 5Y | +219.1% | +76.3% | +142.8% | +67.0% |
| 10Y | +1,744.2% | +409.7% | +1,334.6% | +149.7% |
| All | +1,744.2% | +408.5% | +1,335.7% | +149.7% |
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