+37.6%
CL vs VGT
+105.8%
-68.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.5% | -1.9% |
| 7D | +1.3% | -7.2% | +8.6% | +0.1% |
| 30D | +11.4% | -16.1% | +27.5% | +8.4% |
| 3M | +4.4% | -9.2% | +13.6% | +2.9% |
| 6M | +10.8% | -0.7% | +11.5% | +10.6% |
| YTD | +25.1% | +15.6% | +9.6% | +27.1% |
| 1Y | +28.0% | +14.4% | +13.6% | +29.9% |
| 3Y | +37.6% | +105.2% | -67.6% | +39.1% |
| All | +37.6% | +105.8% | -68.2% | +39.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling