+28.0%
VUG vs GLXY
+15.1%
+12.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -0.6% |
| 7D | +0.9% | +15.5% | -14.6% | -0.5% |
| 30D | -1.4% | +34.1% | -35.5% | -4.4% |
| 3M | +2.3% | -11.3% | +13.7% | +2.6% |
| 6M | +15.7% | +31.6% | -15.9% | +11.1% |
| YTD | +8.6% | +21.0% | -12.4% | +4.0% |
| 1Y | +14.1% | +11.7% | +2.4% | +10.1% |
| All | +28.0% | +15.1% | +12.9% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 3y: compounded portfolio wealth divided by compounded GLXY 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…
3y analysis · Full analysis span regression · 6 months rolling