+22.4%
VZ vs VUG
+65.5%
-43.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +0.9% | +4.4% | -3.5% | +0.8% |
| 30D | +6.9% | -7.3% | +14.3% | +7.2% |
| 3M | +0.6% | -4.2% | +4.9% | +0.7% |
| 6M | +0.3% | -1.6% | +1.9% | +0.2% |
| YTD | +21.9% | +4.9% | +17.0% | +21.3% |
| 1Y | +21.7% | +3.8% | +17.9% | +21.2% |
| 3Y | +58.5% | +79.4% | -20.9% | +44.2% |
| 5Y | +22.4% | +63.9% | -41.5% | +3.6% |
| All | +22.4% | +65.5% | -43.0% | +3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling