+1,269.2%
CLS vs VGT
+123.9%
+1,145.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +6.0% |
| 7D | +12.8% | +1.8% | +10.9% | +9.3% |
| 30D | +3.8% | -0.3% | +4.1% | +5.2% |
| 3M | -14.6% | +3.4% | -18.0% | -18.4% |
| 6M | +32.2% | +35.0% | -2.7% | -20.4% |
| YTD | +11.6% | +28.8% | -17.1% | -26.4% |
| 1Y | +35.1% | +38.0% | -2.9% | -18.8% |
| All | +1,269.2% | +123.9% | +1,145.3% | +303.6% |
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 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