+1.9%
VUG vs BN
-7.9%
+9.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | -0.3% |
| 7D | -1.2% | +4.3% | -5.5% | -2.5% |
| 30D | -8.9% | +14.3% | -23.2% | -12.9% |
| 3M | -5.9% | -4.1% | -1.8% | -4.5% |
| 6M | -3.3% | -9.7% | +6.4% | +0.1% |
| YTD | +3.4% | -7.1% | +10.6% | +4.0% |
| 1Y | +1.9% | -7.4% | +9.3% | +2.3% |
| All | +1.9% | -7.9% | +9.8% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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