+56.1%
B vs VGT
+37.6%
+18.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | +1.0% | +1.5% | -0.4% | -0.2% |
| 30D | +9.5% | +0.5% | +9.0% | +8.9% |
| 3M | +14.3% | +5.3% | +9.1% | +8.8% |
| 6M | -1.9% | +32.4% | -34.3% | -23.5% |
| YTD | +4.1% | +28.6% | -24.5% | -16.7% |
| 1Y | +56.1% | +37.6% | +18.5% | +5.2% |
| All | +56.1% | +37.6% | +18.5% | +5.2% |
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