+55.9%
VZ vs VUG
+78.4%
-22.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -0.8% |
| 7D | +2.1% | -3.4% | +5.5% | +1.6% |
| 30D | +1.4% | -11.1% | +12.5% | -0.5% |
| 3M | -1.3% | -7.2% | +6.0% | -2.4% |
| 6M | -0.5% | -4.1% | +3.6% | -1.0% |
| YTD | +19.6% | +1.4% | +18.3% | +20.1% |
| 1Y | +22.4% | +1.9% | +20.5% | +22.9% |
| 3Y | +55.9% | +77.7% | -21.9% | +56.6% |
| All | +55.9% | +78.4% | -22.5% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG 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 VUG 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