+2,584.8%
ASX vs VGT
+2,103.8%
+480.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.2% | +5.4% | +5.4% |
| 7D | -12.3% | -1.6% | -10.7% | -9.5% |
| 30D | -26.0% | -12.5% | -13.5% | -13.5% |
| 3M | -8.1% | -7.7% | -0.4% | +2.3% |
| 6M | +1.4% | -0.2% | +1.6% | +7.1% |
| YTD | +115.6% | +19.3% | +96.3% | +92.9% |
| 1Y | +128.0% | +18.2% | +109.8% | +105.9% |
| 3Y | +371.4% | +109.6% | +261.8% | +151.9% |
| 5Y | +469.4% | +105.5% | +363.9% | +210.2% |
| 10Y | +842.6% | +716.4% | +126.3% | +33.9% |
| All | +2,584.8% | +2,103.8% | +480.9% | +32.1% |
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 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