+1,250.4%
VUG vs BBWI
+298.2%
+952.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -1.1% |
| 7D | -0.1% | +1.5% | -1.6% | -0.4% |
| 30D | -0.3% | -5.2% | +4.9% | +0.4% |
| 3M | -0.7% | +11.1% | -11.8% | -3.8% |
| 6M | +14.6% | -13.4% | +28.0% | +16.0% |
| YTD | +9.0% | +0.1% | +8.9% | +6.2% |
| 1Y | +14.9% | -36.1% | +51.0% | +22.0% |
| 3Y | +86.0% | -44.1% | +130.1% | +94.5% |
| 5Y | +76.7% | -66.2% | +142.9% | +99.6% |
| 10Y | +411.3% | -54.8% | +466.1% | +369.8% |
| All | +1,250.4% | +298.2% | +952.3% | +415.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling