-42.9%
TER vs VUG
-3.1%
-39.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +0.3% |
| 7D | -20.5% | -3.4% | -17.1% | -12.6% |
| 30D | -47.0% | -11.1% | -35.9% | -27.5% |
| 3M | -43.3% | -7.2% | -36.0% | -30.1% |
| 6M | -42.9% | -4.1% | -38.8% | -31.9% |
| All | -42.9% | -3.1% | -39.8% | -31.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling