+5.4%
B vs VGT
+16.0%
-10.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | +0.6% |
| 7D | -7.3% | +2.5% | -9.8% | -9.0% |
| 30D | -3.3% | -9.5% | +6.2% | +4.1% |
| 3M | -7.8% | -9.5% | +1.7% | -0.7% |
| 6M | -15.5% | -1.8% | -13.8% | -15.6% |
| YTD | -12.3% | +18.4% | -30.7% | -25.0% |
| 1Y | +5.4% | +18.7% | -13.4% | -9.9% |
| All | +5.4% | +16.0% | -10.7% | -9.9% |
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 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