+5.9%
VUG vs Q
+78.4%
-72.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.8% |
| 7D | +0.1% | +6.6% | -6.5% | -1.1% |
| 30D | -1.7% | -6.6% | +4.9% | -0.6% |
| 3M | +2.8% | -13.2% | +16.1% | +4.7% |
| 6M | +13.6% | +9.9% | +3.7% | +9.3% |
| YTD | +8.1% | +53.9% | -45.9% | -2.8% |
| All | +5.9% | +78.4% | -72.5% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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