+3.8%
VUG vs DOW
+53.6%
-49.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.4% | -1.7% | +1.9% |
| 7D | -1.1% | -0.5% | -0.6% | -1.1% |
| 30D | -7.0% | +15.7% | -22.7% | -5.8% |
| 3M | -3.7% | +5.3% | -9.0% | -3.1% |
| 6M | -1.6% | -14.2% | +12.6% | -1.7% |
| YTD | +5.1% | +43.9% | -38.8% | +2.8% |
| 1Y | +3.8% | +53.1% | -49.3% | +1.1% |
| All | +3.8% | +53.6% | -49.8% | +1.1% |
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