-57.6%
C vs VGT
+2,125.7%
-2,183.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.5% |
| 7D | +4.7% | +5.6% | -0.9% | -1.3% |
| 30D | +0.2% | -10.6% | +10.8% | +12.0% |
| 3M | -9.3% | -6.9% | -2.4% | -3.4% |
| 6M | -0.8% | +0.9% | -1.8% | -4.8% |
| YTD | +8.5% | +20.4% | -11.9% | -14.7% |
| 1Y | +23.1% | +17.4% | +5.7% | -0.7% |
| 3Y | +220.8% | +106.3% | +114.5% | +29.7% |
| 5Y | +112.4% | +107.9% | +4.5% | -21.7% |
| 10Y | +217.9% | +730.9% | -513.0% | -84.1% |
| All | -57.6% | +2,125.7% | -2,183.3% | -99.5% |
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