+76.8%
VUG vs BBWI
-26.6%
+103.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +1.3% |
| 7D | -3.4% | -6.2% | +2.8% | -2.6% |
| 30D | -11.1% | +19.9% | -31.0% | -13.2% |
| 3M | -7.2% | +7.1% | -14.4% | -8.5% |
| 6M | -4.1% | +13.7% | -17.8% | -6.6% |
| YTD | +1.4% | +9.6% | -8.2% | -1.5% |
| 1Y | +1.9% | -1.6% | +3.6% | 0.0% |
| All | +76.8% | -26.6% | +103.4% | +84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling