+1.9%
VUG vs BIYA
-98.8%
+100.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.9% | -5.6% | -0.7% |
| 7D | -1.2% | -4.1% | +2.9% | -1.2% |
| 30D | -8.9% | -35.5% | +26.7% | -9.0% |
| 3M | -5.9% | -56.3% | +50.4% | -6.2% |
| 6M | -3.3% | -88.7% | +85.4% | -3.8% |
| YTD | +3.4% | -97.0% | +100.4% | +4.1% |
| 1Y | +1.9% | -98.7% | +100.6% | +6.4% |
| All | +1.9% | -98.8% | +100.7% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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