+14.1%
VUG vs STT
+74.0%
-59.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.9% | 0.0% |
| 7D | +0.9% | +2.2% | -1.3% | +0.1% |
| 30D | -1.4% | +3.9% | -5.3% | -2.7% |
| 3M | +2.3% | +19.2% | -16.8% | -3.7% |
| 6M | +15.7% | +60.4% | -44.7% | -2.3% |
| YTD | +8.6% | +51.5% | -42.8% | -7.1% |
| 1Y | +14.1% | +76.3% | -62.2% | -6.5% |
| All | +14.1% | +74.0% | -59.9% | -6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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