+67.8%
B vs VGT
+40.8%
+27.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.3% | -2.5% | -2.5% |
| 7D | -1.6% | +1.0% | -2.6% | -2.4% |
| 30D | +9.4% | +1.3% | +8.1% | +8.3% |
| 3M | +5.0% | -1.1% | +6.1% | +6.1% |
| 6M | -3.5% | +32.6% | -36.2% | -25.0% |
| YTD | +4.5% | +29.0% | -24.5% | -16.6% |
| 1Y | +67.8% | +39.7% | +28.1% | +10.7% |
| All | +67.8% | +40.8% | +27.0% | +10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling