+420.5%
VUG vs CRL
+244.4%
+176.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | +0.1% | -4.6% | +4.7% | +1.5% |
| 30D | -1.7% | +0.5% | -2.2% | -1.9% |
| 3M | +2.8% | +46.6% | -43.8% | -9.6% |
| 6M | +13.6% | +57.3% | -43.7% | -3.6% |
| YTD | +8.1% | +39.5% | -31.5% | -5.2% |
| 1Y | +13.1% | +76.9% | -63.8% | -9.2% |
| 3Y | +87.0% | +39.4% | +47.6% | +51.7% |
| 5Y | +76.0% | -37.2% | +113.1% | +92.4% |
| 10Y | +420.5% | +253.4% | +167.1% | +174.9% |
| All | +420.5% | +244.4% | +176.0% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CRL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling