+173.4%
B vs VGT
+2,125.7%
-1,952.3%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -2.9% |
| 7D | -6.2% | +5.6% | -11.8% | -8.0% |
| 30D | -6.6% | -10.6% | +4.0% | -2.9% |
| 3M | -7.9% | -6.9% | -1.0% | -5.7% |
| 6M | -16.8% | +0.9% | -17.7% | -17.1% |
| YTD | -11.7% | +20.4% | -32.1% | -17.0% |
| 1Y | +3.5% | +17.4% | -13.9% | -1.9% |
| 3Y | +165.7% | +106.3% | +59.4% | +106.2% |
| 5Y | +108.4% | +107.9% | +0.5% | +57.7% |
| 10Y | +212.7% | +730.9% | -518.3% | +34.0% |
| All | +173.4% | +2,125.7% | -1,952.3% | -32.1% |
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