+402.8%
VUG vs BIDU
-51.3%
+454.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.1% |
| 7D | +2.5% | -4.6% | +7.1% | +3.5% |
| 30D | -6.3% | -4.5% | -1.7% | -5.4% |
| 3M | -6.0% | -25.4% | +19.3% | -0.5% |
| 6M | -3.5% | -48.1% | +44.5% | +9.7% |
| YTD | +3.9% | -40.2% | +44.1% | +13.7% |
| 1Y | +5.1% | -35.2% | +40.3% | +12.8% |
| 3Y | +77.9% | -27.1% | +105.0% | +79.1% |
| 5Y | +62.4% | -54.2% | +116.6% | +71.7% |
| All | +402.8% | -51.3% | +454.2% | +358.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 10y: compounded portfolio wealth divided by compounded BIDU 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…
10y analysis · Full analysis span regression · 6 months rolling