+240.6%
VUG vs DOW
-5.5%
+246.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +2.5% | +5.2% | -2.7% | +1.2% |
| 30D | -6.3% | +13.2% | -19.5% | -9.3% |
| 3M | -6.0% | +10.1% | -16.1% | -8.7% |
| 6M | -3.5% | -13.1% | +9.5% | -0.8% |
| YTD | +3.9% | +46.1% | -42.2% | -10.2% |
| 1Y | +5.1% | +50.0% | -44.9% | -10.2% |
| 3Y | +77.9% | -20.2% | +98.1% | +79.5% |
| 5Y | +62.4% | -27.7% | +90.1% | +67.9% |
| All | +240.6% | -5.5% | +246.1% | +176.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling