+47.4%
TER vs VUG
+3.5%
+44.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -3.2% |
| 7D | +14.4% | +2.5% | +11.9% | +8.7% |
| 30D | -30.6% | -6.3% | -24.3% | -17.7% |
| 3M | -39.2% | -6.0% | -33.2% | -28.1% |
| 6M | -31.3% | -3.5% | -27.7% | -22.0% |
| YTD | +29.1% | +3.9% | +25.2% | +25.2% |
| 1Y | +47.4% | +5.1% | +42.3% | +39.7% |
| All | +47.4% | +3.5% | +44.0% | +39.7% |
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