+396.2%
VUG vs IP
+24.7%
+371.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.4% |
| 7D | -1.2% | 0.0% | -1.2% | -1.2% |
| 30D | -8.9% | +9.4% | -18.2% | -11.3% |
| 3M | -5.9% | -14.1% | +8.1% | -2.1% |
| 6M | -3.3% | +9.2% | -12.4% | -7.1% |
| YTD | +3.4% | -7.5% | +11.0% | +3.0% |
| 1Y | +1.9% | -2.8% | +4.7% | -0.3% |
| 3Y | +76.9% | +21.2% | +55.7% | +52.3% |
| 5Y | +63.9% | -11.5% | +75.4% | +56.3% |
| 10Y | +396.2% | +23.7% | +372.5% | +299.6% |
| All | +396.2% | +24.7% | +371.5% | +299.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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