+77.9%
VUG vs TSN
+41.9%
+35.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.9% |
| 7D | +2.5% | -1.4% | +3.9% | +2.5% |
| 30D | -6.3% | +8.5% | -14.8% | -6.0% |
| 3M | -6.0% | +5.3% | -11.3% | -5.8% |
| 6M | -3.5% | -10.5% | +7.0% | -3.4% |
| YTD | +3.9% | +3.0% | +1.0% | +4.0% |
| 1Y | +5.1% | +12.1% | -7.0% | +5.1% |
| 3Y | +77.9% | +43.1% | +34.8% | +75.3% |
| All | +77.9% | +41.9% | +35.9% | +75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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