+29.3%
VEA vs VUG
+15.8%
+13.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.8% |
| 7D | +1.0% | -0.1% | +1.1% | +1.0% |
| 30D | +1.9% | -0.3% | +2.3% | +2.2% |
| 3M | +3.2% | -0.7% | +3.9% | +3.7% |
| 6M | +10.2% | +14.6% | -4.4% | -0.1% |
| YTD | +18.9% | +9.0% | +9.9% | +10.3% |
| 1Y | +29.3% | +14.9% | +14.5% | +16.5% |
| All | +29.3% | +15.8% | +13.6% | +16.5% |
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