+2.7%
VUG vs D
+16.2%
-13.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.7% |
| 7D | +0.5% | +0.8% | -0.3% | +0.6% |
| 30D | -8.2% | +10.7% | -18.9% | -6.6% |
| 3M | -5.4% | +2.3% | -7.7% | -4.8% |
| 6M | -2.5% | +12.5% | -15.0% | -0.9% |
| YTD | +4.2% | +20.1% | -15.9% | +7.5% |
| All | +2.7% | +16.2% | -13.5% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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