+8.7%
CL vs VGT
+40.8%
-32.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.4% |
| 7D | -2.2% | +1.0% | -3.2% | -1.9% |
| 30D | -4.8% | +1.3% | -6.1% | -4.4% |
| 3M | +4.9% | -1.1% | +6.1% | +5.3% |
| 6M | -5.7% | +32.6% | -38.3% | +2.4% |
| YTD | +14.4% | +29.0% | -14.6% | +22.5% |
| 1Y | +8.7% | +39.7% | -30.9% | +25.7% |
| All | +8.7% | +40.8% | -32.0% | +25.7% |
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