+2,830.9%
ASX vs VGT
+2,283.9%
+547.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | -0.1% |
| 7D | -0.7% | +1.0% | -1.7% | -1.7% |
| 30D | +2.0% | +1.3% | +0.7% | +0.8% |
| 3M | -1.3% | -1.1% | -0.2% | +2.1% |
| 6M | +71.4% | +32.6% | +38.8% | +34.6% |
| YTD | +135.3% | +29.0% | +106.3% | +89.7% |
| 1Y | +267.5% | +39.7% | +227.8% | +175.8% |
| 3Y | +388.5% | +120.9% | +267.6% | +141.1% |
| 5Y | +417.1% | +133.6% | +283.5% | +142.9% |
| 10Y | +872.7% | +792.6% | +80.2% | +23.2% |
| All | +2,830.9% | +2,283.9% | +547.0% | +29.9% |
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