+1,454.7%
ADP vs VGT
+2,088.1%
-633.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.3% | +1.7% |
| 7D | +2.2% | +2.5% | -0.3% | +0.6% |
| 30D | +10.6% | -9.5% | +20.1% | +16.2% |
| 3M | +12.9% | -9.5% | +22.4% | +18.2% |
| 6M | +50.6% | -1.8% | +52.4% | +47.1% |
| YTD | +23.2% | +18.4% | +4.8% | +6.0% |
| 1Y | +25.3% | +18.7% | +6.5% | +7.2% |
| 3Y | +47.1% | +103.8% | -56.7% | -16.6% |
| 5Y | +50.1% | +104.4% | -54.3% | -17.3% |
| 10Y | +323.6% | +716.9% | -393.2% | -14.5% |
| All | +1,454.7% | +2,088.1% | -633.4% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 all: compounded portfolio wealth divided by compounded VGT 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…
all analysis · Full analysis span regression · 6 months rolling