+420.5%
VUG vs NDAQ
+374.8%
+45.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | +0.1% | -1.6% | +1.7% | +0.9% |
| 30D | -1.7% | -1.5% | -0.2% | -1.0% |
| 3M | +2.8% | +8.0% | -5.2% | -2.2% |
| 6M | +13.6% | +7.7% | +5.9% | +7.6% |
| YTD | +8.1% | -2.3% | +10.4% | +7.5% |
| 1Y | +13.1% | +0.6% | +12.5% | +10.2% |
| 3Y | +87.0% | +90.9% | -4.0% | +23.1% |
| 5Y | +76.0% | +52.5% | +23.5% | +30.3% |
| 10Y | +420.5% | +380.3% | +40.2% | +112.8% |
| All | +420.5% | +374.8% | +45.7% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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