+5.2%
VUG vs TE
-16.5%
+21.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.1% | +1.8% |
| 7D | -3.0% | +3.8% | -6.8% | -3.3% |
| 30D | -6.4% | -26.2% | +19.8% | -4.8% |
| 3M | -3.2% | -49.7% | +46.5% | +0.5% |
| 6M | +3.1% | -46.5% | +49.6% | +5.6% |
| YTD | +6.3% | -59.1% | +65.4% | +9.3% |
| 1Y | +5.2% | -25.8% | +31.0% | +1.7% |
| All | +5.2% | -16.5% | +21.7% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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