+29.3%
V vs VUG
+4.9%
+24.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.5% | +2.3% | +3.7% |
| 7D | +9.0% | -3.0% | +12.0% | +9.4% |
| 30D | +18.1% | -6.4% | +24.5% | +19.1% |
| 3M | +18.3% | -3.2% | +21.6% | +18.8% |
| 6M | +34.1% | +3.1% | +31.0% | +31.9% |
| YTD | +25.2% | +6.3% | +18.9% | +21.4% |
| 1Y | +29.3% | +5.2% | +24.1% | +25.7% |
| All | +29.3% | +4.9% | +24.4% | +25.7% |
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