+1.9%
VUG vs IP
-0.2%
+2.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | -3.4% | -5.1% | +1.7% | -2.9% |
| 30D | -11.1% | +8.5% | -19.6% | -11.8% |
| 3M | -7.2% | -13.8% | +6.6% | -6.1% |
| 6M | -4.1% | +5.7% | -9.9% | -5.3% |
| YTD | +1.4% | -9.1% | +10.5% | +1.6% |
| 1Y | +1.9% | -0.8% | +2.7% | +1.1% |
| All | +1.9% | -0.2% | +2.1% | +1.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling