+1,245.4%
VUG vs INCY
+1,333.2%
-87.8%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.5% | 0.0% |
| 7D | +0.9% | -0.5% | +1.3% | +0.9% |
| 30D | -1.4% | +3.2% | -4.6% | -2.0% |
| 3M | +2.3% | +23.6% | -21.3% | -1.8% |
| 6M | +15.7% | +29.7% | -14.0% | +9.9% |
| YTD | +8.6% | +25.9% | -17.3% | +3.5% |
| 1Y | +14.1% | +43.7% | -29.7% | +5.9% |
| 3Y | +87.9% | +94.4% | -6.5% | +62.7% |
| 5Y | +76.3% | +68.0% | +8.3% | +55.8% |
| 10Y | +409.7% | +52.5% | +357.1% | +338.8% |
| All | +1,245.4% | +1,333.2% | -87.8% | +504.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded INCY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling