+140.0%
WBD vs VUG
+15.8%
+124.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | +8.8% | -0.3% | +9.1% | +8.9% |
| 3M | +4.6% | -0.7% | +5.3% | +5.1% |
| 6M | +1.1% | +14.6% | -13.6% | -4.5% |
| YTD | -2.0% | +9.0% | -11.0% | -4.1% |
| 1Y | +140.0% | +14.9% | +125.2% | +99.6% |
| All | +140.0% | +15.8% | +124.3% | +99.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling