+214.8%
B vs VGT
+716.3%
-501.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.1% |
| 7D | -7.3% | +2.5% | -9.8% | -8.0% |
| 30D | -3.3% | -9.5% | +6.2% | -0.5% |
| 3M | -7.8% | -9.5% | +1.7% | -5.0% |
| 6M | -15.5% | -1.8% | -13.8% | -15.0% |
| YTD | -12.3% | +18.4% | -30.7% | -16.0% |
| 1Y | +5.4% | +18.7% | -13.4% | +0.8% |
| 3Y | +165.5% | +103.8% | +61.7% | +121.8% |
| 5Y | +107.0% | +104.4% | +2.7% | +69.0% |
| All | +214.8% | +716.3% | -501.4% | +82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling