+12.8%
VG vs S
+10.1%
+2.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | +1.7% | -7.7% | +9.4% | +2.1% |
| 30D | +16.0% | -5.3% | +21.3% | +16.3% |
| 3M | +9.7% | +20.3% | -10.5% | +8.1% |
| 6M | +29.6% | +47.4% | -17.8% | +25.2% |
| YTD | +112.0% | +32.5% | +79.5% | +106.9% |
| 1Y | +12.8% | +9.5% | +3.3% | +19.2% |
| All | +12.8% | +10.1% | +2.7% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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