+371.4%
ASX vs VGT
+107.7%
+263.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.2% | +5.4% | +4.3% |
| 7D | -12.3% | -1.6% | -10.7% | -8.7% |
| 30D | -26.0% | -12.5% | -13.5% | -9.5% |
| 3M | -8.1% | -7.7% | -0.4% | +5.5% |
| 6M | +1.4% | -0.2% | +1.6% | +8.7% |
| YTD | +115.6% | +19.3% | +96.3% | +89.8% |
| 1Y | +128.0% | +18.2% | +109.8% | +102.9% |
| 3Y | +371.4% | +109.6% | +261.8% | +110.7% |
| All | +371.4% | +107.7% | +263.7% | +110.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling