+992.0%
ASX vs VGT
+797.7%
+194.3%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.7% | +3.7% |
| 7D | +11.1% | +1.5% | +9.6% | +9.5% |
| 30D | +9.6% | +0.5% | +9.1% | +9.2% |
| 3M | +18.6% | +5.3% | +13.4% | +15.0% |
| 6M | +92.1% | +32.4% | +59.7% | +51.7% |
| YTD | +158.5% | +28.6% | +129.9% | +110.0% |
| 1Y | +271.9% | +37.6% | +234.3% | +184.8% |
| 3Y | +465.2% | +125.5% | +339.7% | +182.0% |
| 5Y | +479.4% | +135.2% | +344.2% | +178.8% |
| 10Y | +992.0% | +812.9% | +179.1% | +87.6% |
| All | +992.0% | +797.7% | +194.3% | +87.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling