+4.0%
CLF vs VGT
+34.0%
-30.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.1% | -1.0% |
| 7D | -3.7% | -1.0% | -2.6% | -2.6% |
| 30D | -4.7% | -0.4% | -4.2% | -4.2% |
| 3M | -4.7% | +6.6% | -11.3% | -12.6% |
| 6M | +24.0% | +31.0% | -7.0% | -12.5% |
| YTD | -10.9% | +27.2% | -38.2% | -35.2% |
| 1Y | +4.0% | +34.5% | -30.4% | -27.6% |
| All | +4.0% | +34.0% | -30.0% | -27.6% |
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 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