+13.8%
VRT vs VUG
+4.9%
+8.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.5% | -14.4% | -15.7% |
| 7D | -15.4% | -3.0% | -12.4% | -10.6% |
| 30D | -19.0% | -6.4% | -12.5% | -8.0% |
| 3M | -23.8% | -3.2% | -20.6% | -18.7% |
| 6M | -37.9% | +3.1% | -41.0% | -40.5% |
| YTD | +27.0% | +6.3% | +20.7% | +17.1% |
| 1Y | +13.8% | +5.2% | +8.6% | +9.1% |
| All | +13.8% | +4.9% | +8.9% | +9.1% |
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