+5.1%
VUG vs BIDU
-38.7%
+43.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | +2.5% | -4.6% | +7.1% | +3.3% |
| 30D | -6.3% | -4.5% | -1.7% | -5.5% |
| 3M | -6.0% | -25.4% | +19.3% | -1.6% |
| 6M | -3.5% | -48.1% | +44.5% | +6.4% |
| YTD | +3.9% | -40.2% | +44.1% | +11.3% |
| 1Y | +5.1% | -35.2% | +40.3% | +11.5% |
| All | +5.1% | -38.7% | +43.8% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling