+5.2%
VUG vs NI
+9.5%
-4.3%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.6% |
| 7D | -3.0% | +3.9% | -6.9% | -2.9% |
| 30D | -6.4% | +15.3% | -21.7% | -6.2% |
| 3M | -3.2% | +2.4% | -5.6% | -3.1% |
| 6M | +3.1% | -4.5% | +7.6% | +3.3% |
| YTD | +6.3% | +11.4% | -5.1% | +3.6% |
| 1Y | +5.2% | +8.5% | -3.3% | +3.3% |
| All | +5.2% | +9.5% | -4.3% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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