+76.8%
VUG vs TE
-41.3%
+118.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +10.0% | -10.4% | -1.1% |
| 7D | +0.9% | +18.2% | -17.4% | -0.5% |
| 30D | -1.4% | -13.5% | +12.1% | -0.6% |
| 3M | +2.3% | -44.6% | +46.9% | +5.8% |
| 6M | +15.7% | -24.7% | +40.4% | +14.8% |
| YTD | +8.6% | -24.3% | +32.9% | +6.8% |
| 1Y | +14.1% | +155.6% | -141.5% | -1.4% |
| 3Y | +87.9% | -18.3% | +106.2% | +74.3% |
| All | +76.8% | -41.3% | +118.1% | +61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling