+24.5%
VEA vs VUG
+13.0%
+11.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +0.4% |
| 7D | -1.5% | -0.5% | -1.0% | -1.1% |
| 30D | -0.8% | -1.0% | +0.1% | -0.2% |
| 3M | +2.5% | +3.5% | -1.0% | -0.1% |
| 6M | +11.1% | +14.2% | -3.1% | +1.0% |
| YTD | +17.2% | +8.5% | +8.7% | +9.0% |
| 1Y | +24.5% | +12.9% | +11.6% | +13.4% |
| All | +24.5% | +13.0% | +11.5% | +13.4% |
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