+186.7%
B vs VGT
+2,075.1%
-1,888.4%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.3% | -4.8% | -5.6% |
| 7D | +7.1% | -4.1% | +11.3% | +8.6% |
| 30D | -3.3% | -13.6% | +10.3% | +1.8% |
| 3M | -2.5% | -8.0% | +5.4% | +0.3% |
| 6M | -7.2% | -1.5% | -5.8% | -6.7% |
| YTD | -7.4% | +17.7% | -25.0% | -12.2% |
| 1Y | +16.4% | +13.8% | +2.6% | +11.6% |
| 3Y | +178.7% | +101.6% | +77.1% | +118.1% |
| 5Y | +121.7% | +106.7% | +15.0% | +68.1% |
| 10Y | +208.6% | +717.0% | -508.4% | +33.1% |
| All | +186.7% | +2,075.1% | -1,888.4% | -28.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling