+77.9%
VUG vs AR
+48.6%
+29.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +2.5% | +7.4% | -4.9% | +1.7% |
| 30D | -6.3% | +5.8% | -12.0% | -7.0% |
| 3M | -6.0% | +5.2% | -11.3% | -6.8% |
| 6M | -3.5% | +5.4% | -9.0% | -4.6% |
| YTD | +3.9% | +12.4% | -8.5% | +0.8% |
| 1Y | +5.1% | +12.8% | -7.7% | +1.7% |
| 3Y | +77.9% | +47.2% | +30.7% | +65.9% |
| All | +77.9% | +48.6% | +29.3% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 3y: compounded portfolio wealth divided by compounded AR 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…
3y analysis · Full analysis span regression · 6 months rolling