+409.7%
VUG vs MSCI
+594.9%
-185.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.4% | +1.3% |
| 7D | +0.9% | -2.1% | +2.9% | +1.8% |
| 30D | -1.4% | -1.7% | +0.3% | -0.8% |
| 3M | +2.3% | -8.2% | +10.6% | +5.3% |
| 6M | +15.7% | -2.4% | +18.1% | +15.2% |
| YTD | +8.6% | -2.8% | +11.4% | +7.7% |
| 1Y | +14.1% | -2.7% | +16.7% | +12.2% |
| 3Y | +87.9% | +7.3% | +80.6% | +71.1% |
| 5Y | +76.3% | -11.4% | +87.7% | +70.7% |
| 10Y | +409.7% | +605.8% | -196.2% | +108.8% |
| All | +409.7% | +594.9% | -185.3% | +108.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSCI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling