+13.1%
VUG vs BBWI
-35.2%
+48.3%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | 0.0% |
| 7D | +0.1% | -4.4% | +4.5% | +0.4% |
| 30D | -1.7% | -7.4% | +5.7% | -1.2% |
| 3M | +2.8% | -2.2% | +5.0% | +2.7% |
| 6M | +13.6% | -16.3% | +29.9% | +14.5% |
| YTD | +8.1% | -9.1% | +17.2% | +8.2% |
| 1Y | +13.1% | -34.5% | +47.6% | +14.4% |
| All | +13.1% | -35.2% | +48.3% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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