+14.1%
XYZ vs VG
+45.2%
-31.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.0% | -0.1% | -4.5% |
| 7D | +9.2% | -22.0% | +31.2% | +6.8% |
| 30D | +9.8% | -14.7% | +24.5% | +8.5% |
| 3M | -0.2% | -7.1% | +6.9% | -0.5% |
| 6M | +18.0% | -11.2% | +29.1% | +17.6% |
| YTD | +29.1% | +69.8% | -40.7% | +17.7% |
| 1Y | +14.1% | +49.9% | -35.8% | +5.6% |
| All | +14.1% | +45.2% | -31.1% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 VG 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