+76.3%
VUG vs VO
+43.2%
+33.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.2% |
| 7D | +0.9% | +0.6% | +0.2% | +0.2% |
| 30D | -1.4% | -1.1% | -0.4% | -0.3% |
| 3M | +2.3% | +4.5% | -2.2% | -2.5% |
| 6M | +15.7% | +11.1% | +4.6% | +3.3% |
| YTD | +8.6% | +13.5% | -4.9% | -5.4% |
| 1Y | +14.1% | +14.5% | -0.4% | -1.7% |
| 3Y | +87.9% | +58.1% | +29.8% | +13.2% |
| 5Y | +76.3% | +43.3% | +33.0% | +19.1% |
| All | +76.3% | +43.2% | +33.1% | +19.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling