+5.2%
VUG vs DOW
+50.2%
-45.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.2% | +4.8% | +1.3% |
| 7D | -3.0% | -4.2% | +1.2% | -3.3% |
| 30D | -6.4% | +14.7% | -21.1% | -5.3% |
| 3M | -3.2% | +9.1% | -12.3% | -2.4% |
| 6M | +3.1% | -17.7% | +20.8% | +3.0% |
| YTD | +6.3% | +44.6% | -38.3% | +3.8% |
| 1Y | +5.2% | +51.9% | -46.7% | +2.2% |
| All | +5.2% | +50.2% | -45.1% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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