+23.6%
VRT vs VUG
+3.5%
+20.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.9% | -2.7% | -1.8% |
| 7D | +10.5% | +2.5% | +8.0% | +5.9% |
| 30D | -9.3% | -6.3% | -3.0% | +3.6% |
| 3M | -29.6% | -6.0% | -23.6% | -19.7% |
| 6M | -45.4% | -3.5% | -41.8% | -40.2% |
| YTD | +24.8% | +3.9% | +20.9% | +21.9% |
| 1Y | +23.6% | +5.1% | +18.5% | +17.6% |
| All | +23.6% | +3.5% | +20.1% | +17.6% |
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