+99.4%
WMT vs VUG
+85.5%
+13.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | -0.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -5.8% | -1.7% | -4.2% | -5.5% |
| 3M | -10.8% | +2.8% | -13.6% | -11.5% |
| 6M | -14.3% | +13.6% | -28.0% | -17.6% |
| YTD | -4.4% | +8.1% | -12.5% | -6.7% |
| 1Y | +4.3% | +13.1% | -8.7% | -0.1% |
| All | +99.4% | +85.5% | +13.9% | +61.6% |
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