+27.4%
WMT vs VUG
+4.9%
+22.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +1.9% | +3.8% |
| 7D | +8.8% | -3.0% | +11.8% | +8.1% |
| 30D | +22.9% | -6.4% | +29.4% | +21.5% |
| 3M | +16.1% | -3.2% | +19.3% | +15.2% |
| 6M | -0.5% | +3.1% | -3.6% | -0.2% |
| YTD | +16.7% | +6.3% | +10.4% | +14.8% |
| 1Y | +27.4% | +5.2% | +22.2% | +25.1% |
| All | +27.4% | +4.9% | +22.5% | +25.1% |
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 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