+178.4%
WMT vs VUG
+62.0%
+116.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +2.0% | +2.5% | -0.5% | +1.4% |
| 30D | +10.3% | -6.3% | +16.5% | +11.8% |
| 3M | +11.0% | -6.0% | +17.0% | +12.4% |
| 6M | -2.3% | -3.5% | +1.2% | -1.9% |
| YTD | +15.7% | +3.9% | +11.8% | +13.6% |
| 1Y | +26.0% | +5.1% | +20.9% | +23.2% |
| 3Y | +136.5% | +77.9% | +58.6% | +97.1% |
| All | +178.4% | +62.0% | +116.4% | +119.2% |
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