+69.5%
VG vs S
+38.7%
+30.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +5.4% |
| 7D | +5.5% | +1.2% | +4.3% | +5.4% |
| 30D | -3.6% | -7.3% | +3.7% | -3.7% |
| 3M | -4.0% | +5.9% | -9.9% | -3.5% |
| 6M | +9.4% | +45.6% | -36.2% | +11.8% |
| YTD | +86.6% | +58.5% | +28.1% | +90.2% |
| 1Y | +69.5% | +37.6% | +31.9% | +74.6% |
| All | +69.5% | +38.7% | +30.8% | +74.6% |
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