+57.3%
VUG vs A
+15.4%
+42.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.2% |
| 7D | -3.4% | -0.1% | -3.3% | -3.3% |
| 30D | -11.1% | +3.4% | -14.4% | -12.2% |
| 3M | -7.2% | +23.8% | -31.1% | -14.8% |
| 6M | -4.1% | +49.0% | -53.1% | -19.1% |
| YTD | +1.4% | +29.4% | -28.0% | -9.6% |
| 1Y | +1.9% | +19.4% | -17.5% | -6.0% |
| 3Y | +77.7% | +66.2% | +11.5% | +32.6% |
| All | +57.3% | +15.4% | +42.0% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 5y: compounded portfolio wealth divided by compounded A 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…
5y analysis · Full analysis span regression · 6 months rolling