+3.8%
VUG vs DOW
+55.2%
-51.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.9% | -2.1% | -0.1% |
| 7D | +4.4% | +3.7% | +0.7% | +4.7% |
| 30D | -7.3% | +16.3% | -23.6% | -6.1% |
| 3M | -4.2% | +9.7% | -13.9% | -3.4% |
| 6M | -1.6% | -14.1% | +12.5% | -1.5% |
| YTD | +4.9% | +46.6% | -41.7% | +2.7% |
| 1Y | +3.8% | +56.8% | -53.0% | +1.3% |
| All | +3.8% | +55.2% | -51.4% | +1.3% |
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