+39.9%
CL vs VGT
+99.2%
-59.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.4% | -3.5% | -2.1% |
| 7D | +1.3% | -7.2% | +8.6% | +1.2% |
| 30D | +11.4% | -16.1% | +27.5% | +11.1% |
| 3M | +4.4% | -9.2% | +13.6% | +4.2% |
| 6M | +10.8% | -0.7% | +11.5% | +10.3% |
| YTD | +25.1% | +15.6% | +9.6% | +24.0% |
| 1Y | +28.0% | +14.4% | +13.6% | +26.9% |
| 3Y | +37.6% | +105.2% | -67.6% | +26.6% |
| All | +39.9% | +99.2% | -59.3% | +22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling