+198.7%
B vs VGT
+126.0%
+72.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | +2.3% | +1.8% | +0.5% | +1.5% |
| 30D | +1.4% | -0.3% | +1.7% | +1.5% |
| 3M | +12.2% | +3.4% | +8.8% | +10.3% |
| 6M | -2.1% | +35.0% | -37.1% | -13.3% |
| YTD | +2.9% | +28.8% | -25.8% | -7.2% |
| 1Y | +55.3% | +38.0% | +17.3% | +37.2% |
| 3Y | +198.7% | +125.8% | +72.9% | +133.9% |
| All | +198.7% | +126.0% | +72.7% | +133.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling