+1.9%
VUG vs VG
+35.0%
-33.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.7% |
| 7D | -1.2% | -7.7% | +6.5% | -1.6% |
| 30D | -8.9% | -8.8% | 0.0% | -9.1% |
| 3M | -5.9% | -15.6% | +9.7% | -6.5% |
| 6M | -3.3% | +5.2% | -8.5% | -2.5% |
| YTD | +3.4% | +76.9% | -73.5% | +0.4% |
| 1Y | +1.9% | +42.5% | -40.6% | -0.3% |
| All | +1.9% | +35.0% | -33.1% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling