+213.5%
TER vs VUG
+14.2%
+199.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +5.0% |
| 7D | +11.0% | +0.9% | +10.1% | +8.7% |
| 30D | -1.9% | -1.4% | -0.4% | +1.2% |
| 3M | -0.7% | +2.3% | -3.0% | -4.2% |
| 6M | +36.4% | +15.7% | +20.7% | +4.8% |
| YTD | +92.4% | +8.6% | +83.8% | +66.2% |
| 1Y | +213.5% | +14.1% | +199.5% | +147.7% |
| All | +213.5% | +14.2% | +199.3% | +147.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling