+244.6%
VUG vs DOW
-6.9%
+251.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.7% | +0.8% |
| 7D | -1.1% | -0.5% | -0.6% | -1.0% |
| 30D | -7.0% | +15.7% | -22.7% | -10.6% |
| 3M | -3.7% | +5.3% | -9.0% | -5.4% |
| 6M | -1.6% | -14.2% | +12.6% | +1.5% |
| YTD | +5.1% | +43.9% | -38.8% | -8.8% |
| 1Y | +3.8% | +53.1% | -49.3% | -12.0% |
| 3Y | +79.9% | -21.8% | +101.7% | +82.6% |
| 5Y | +66.4% | -28.3% | +94.7% | +72.3% |
| All | +244.6% | -6.9% | +251.5% | +181.2% |
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 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