+477.7%
ASX vs VGT
+133.4%
+344.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.2% | +6.3% | +6.3% |
| 7D | +6.3% | +1.8% | +4.5% | +4.1% |
| 30D | +6.4% | -0.3% | +6.7% | +7.0% |
| 3M | +13.1% | +3.4% | +9.8% | +11.1% |
| 6M | +90.3% | +35.0% | +55.3% | +42.2% |
| YTD | +149.6% | +28.8% | +120.9% | +96.2% |
| 1Y | +249.2% | +38.0% | +211.2% | +156.1% |
| 3Y | +445.9% | +125.8% | +320.1% | +144.1% |
| 5Y | +477.7% | +134.7% | +343.0% | +142.1% |
| All | +477.7% | +133.4% | +344.4% | +142.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling