+445.9%
ASX vs VGT
+126.0%
+319.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.3% |
| 7D | +6.3% | +1.8% | +4.5% | +3.9% |
| 30D | +6.4% | -0.3% | +6.7% | +7.0% |
| 3M | +13.1% | +3.4% | +9.8% | +10.7% |
| 6M | +90.3% | +35.0% | +55.3% | +39.4% |
| YTD | +149.6% | +28.8% | +120.9% | +92.7% |
| 1Y | +249.2% | +38.0% | +211.2% | +150.6% |
| 3Y | +445.9% | +125.8% | +320.1% | +125.4% |
| All | +445.9% | +126.0% | +319.9% | +125.4% |
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