+5.2%
VUG vs VO
+16.3%
-11.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.7% | +0.7% |
| 7D | -3.0% | +1.0% | -4.0% | -3.9% |
| 30D | -6.4% | +2.6% | -9.1% | -8.8% |
| 3M | -3.2% | -0.3% | -2.9% | -2.9% |
| 6M | +3.1% | +7.6% | -4.5% | -3.7% |
| YTD | +6.3% | +14.7% | -8.5% | -6.8% |
| 1Y | +5.2% | +16.4% | -11.3% | -9.1% |
| All | +5.2% | +16.3% | -11.1% | -9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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