+118.6%
U vs VG
-51.4%
+170.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -4.0% | +18.9% | +15.2% |
| 7D | +24.3% | -22.0% | +46.3% | +26.6% |
| 30D | +8.6% | -14.7% | +23.3% | +9.7% |
| 3M | +37.6% | -7.1% | +44.7% | +37.7% |
| 6M | +78.5% | -11.2% | +89.7% | +77.5% |
| YTD | +10.5% | +69.8% | -59.3% | -4.3% |
| 1Y | +15.2% | +49.9% | -34.7% | +1.7% |
| All | +118.6% | -51.4% | +170.0% | +142.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling