+806.7%
AMGN vs VGT
+2,276.4%
-1,469.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -11.6% | +1.5% | -13.1% | -12.3% |
| 30D | -5.7% | +0.5% | -6.2% | -6.0% |
| 3M | +14.2% | +5.3% | +9.0% | +10.6% |
| 6M | +5.2% | +32.4% | -27.3% | -9.9% |
| YTD | +22.0% | +28.6% | -6.6% | +5.8% |
| 1Y | +43.6% | +37.6% | +6.0% | +19.9% |
| 3Y | +65.0% | +125.5% | -60.5% | +2.6% |
| 5Y | +112.0% | +135.2% | -23.1% | +23.0% |
| 10Y | +216.6% | +812.9% | -596.3% | -24.2% |
| All | +806.7% | +2,276.4% | -1,469.8% | +17.5% |
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