+402.8%
VUG vs ED
+147.1%
+255.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.1% |
| 7D | +2.5% | +2.1% | +0.4% | +2.2% |
| 30D | -6.3% | +10.4% | -16.7% | -7.9% |
| 3M | -6.0% | +12.5% | -18.6% | -8.1% |
| 6M | -3.5% | +14.9% | -18.5% | -6.2% |
| YTD | +3.9% | +24.8% | -20.9% | -0.9% |
| 1Y | +5.1% | +23.8% | -18.7% | +0.3% |
| 3Y | +77.9% | +51.6% | +26.2% | +57.7% |
| 5Y | +62.4% | +86.4% | -24.0% | +34.4% |
| All | +402.8% | +147.1% | +255.8% | +296.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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