+84.9%
VUG vs TRU
-2.1%
+87.0%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.3% |
| 7D | +0.1% | -6.5% | +6.6% | +1.5% |
| 30D | -1.7% | -2.5% | +0.8% | -1.3% |
| 3M | +2.8% | +10.4% | -7.5% | -0.1% |
| 6M | +13.6% | +1.6% | +12.0% | +12.1% |
| YTD | +8.1% | -9.7% | +17.8% | +9.2% |
| 1Y | +13.1% | -17.3% | +30.3% | +16.4% |
| All | +84.9% | -2.1% | +87.0% | +88.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling