+409.6%
VUG vs UUUU
+495.2%
-85.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | +0.2% |
| 7D | -1.9% | -5.0% | +3.1% | -1.3% |
| 30D | -1.6% | -7.8% | +6.2% | -0.8% |
| 3M | +4.4% | -0.4% | +4.8% | +3.9% |
| 6M | +13.2% | -32.9% | +46.1% | +16.8% |
| YTD | +7.5% | -6.3% | +13.8% | +5.2% |
| 1Y | +12.5% | +7.9% | +4.6% | +6.2% |
| 3Y | +86.0% | +85.2% | +0.8% | +56.6% |
| 5Y | +76.5% | +97.0% | -20.5% | +41.4% |
| All | +409.6% | +495.2% | -85.6% | +217.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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