+5.1%
VUG vs EW
+25.9%
-20.8%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.2% |
| 7D | +2.5% | +4.9% | -2.4% | +1.6% |
| 30D | -6.3% | +23.9% | -30.2% | -10.0% |
| 3M | -6.0% | +15.8% | -21.8% | -8.5% |
| 6M | -3.5% | +31.7% | -35.2% | -9.3% |
| YTD | +3.9% | +25.7% | -21.8% | -0.8% |
| 1Y | +5.1% | +24.4% | -19.3% | +0.8% |
| All | +5.1% | +25.9% | -20.8% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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