+4.2%
WBD vs VUG
+75.3%
-71.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | +3.9% | -1.7% | +5.6% | +5.4% |
| 3M | +5.1% | +2.8% | +2.3% | +1.6% |
| 6M | +0.6% | +13.6% | -13.0% | -12.2% |
| YTD | -3.2% | +8.1% | -11.2% | -11.4% |
| 1Y | +127.7% | +13.1% | +114.6% | +98.6% |
| 3Y | +146.6% | +87.0% | +59.6% | +30.5% |
| 5Y | +4.2% | +76.0% | -71.8% | -49.1% |
| All | +4.2% | +75.3% | -71.1% | -49.1% |
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