+89.6%
CL vs VGT
+716.3%
-626.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.1% |
| 7D | +3.2% | +2.5% | +0.8% | +2.8% |
| 30D | +8.0% | -9.5% | +17.5% | +9.6% |
| 3M | +7.9% | -9.5% | +17.4% | +9.3% |
| 6M | +14.7% | -1.8% | +16.5% | +14.0% |
| YTD | +29.2% | +18.4% | +10.8% | +23.3% |
| 1Y | +29.5% | +18.7% | +10.8% | +23.4% |
| 3Y | +40.7% | +103.8% | -63.1% | +13.7% |
| 5Y | +43.9% | +104.4% | -60.5% | +14.2% |
| All | +89.6% | +716.3% | -626.7% | -5.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling