+1,155.8%
VUG vs A
+725.3%
+430.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.3% |
| 3M | -7.2% | +23.8% | -31.1% | -15.7% |
| 6M | -4.1% | +49.0% | -53.1% | -20.5% |
| YTD | +1.4% | +29.4% | -28.0% | -11.1% |
| 1Y | +1.9% | +19.4% | -17.5% | -7.6% |
| 3Y | +77.7% | +66.2% | +11.5% | +34.6% |
| 5Y | +57.6% | +15.8% | +41.8% | +38.2% |
| 10Y | +398.6% | +326.1% | +72.5% | +146.6% |
| All | +1,155.8% | +725.3% | +430.5% | +306.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling