+76.0%
VUG vs BIDU
-42.3%
+118.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | +0.1% | -2.4% | +2.5% | +0.5% |
| 30D | -1.7% | -16.0% | +14.3% | +1.2% |
| 3M | +2.8% | -24.0% | +26.8% | +7.7% |
| 6M | +13.6% | -24.9% | +38.5% | +18.6% |
| YTD | +8.1% | -29.6% | +37.6% | +13.6% |
| 1Y | +13.1% | -15.2% | +28.2% | +13.9% |
| 3Y | +87.0% | -32.2% | +119.1% | +91.2% |
| 5Y | +76.0% | -43.8% | +119.7% | +78.4% |
| All | +76.0% | -42.3% | +118.2% | +78.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling