+409.6%
VUG vs TRU
+144.8%
+264.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -1.9% | -9.4% | +7.5% | +1.7% |
| 30D | -1.6% | -4.1% | +2.6% | -0.3% |
| 3M | +4.4% | +13.6% | -9.2% | -1.6% |
| 6M | +13.2% | +3.6% | +9.6% | +9.7% |
| YTD | +7.5% | -9.8% | +17.3% | +8.8% |
| 1Y | +12.5% | -13.6% | +26.1% | +14.9% |
| 3Y | +86.0% | -2.0% | +87.9% | +70.1% |
| 5Y | +76.5% | -35.8% | +112.3% | +90.9% |
| All | +409.6% | +144.8% | +264.8% | +253.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling