+408.9%
VUG vs IP
+23.2%
+385.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.1% |
| 7D | -0.1% | -5.3% | +5.2% | +1.4% |
| 30D | -0.3% | -10.9% | +10.5% | +2.9% |
| 3M | -0.7% | +11.2% | -11.9% | -4.7% |
| 6M | +14.6% | -10.2% | +24.9% | +16.4% |
| YTD | +9.0% | -2.0% | +11.0% | +7.1% |
| 1Y | +14.9% | -19.1% | +34.0% | +19.1% |
| 3Y | +86.0% | +20.9% | +65.2% | +61.4% |
| 5Y | +76.7% | -17.8% | +94.5% | +73.7% |
| All | +408.9% | +23.2% | +385.8% | +298.9% |
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