+4,013.6%
CMG vs VGT
+2,184.9%
+1,828.7%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | -0.7% |
| 7D | -2.1% | -0.2% | -1.9% | -1.9% |
| 30D | +10.9% | -0.4% | +11.3% | +10.9% |
| 3M | +15.8% | +4.4% | +11.4% | +10.6% |
| 6M | +6.9% | +32.1% | -25.1% | -16.1% |
| YTD | -2.2% | +28.8% | -30.9% | -22.0% |
| 1Y | -7.1% | +35.3% | -42.4% | -29.1% |
| 3Y | -7.1% | +124.8% | -131.9% | -54.6% |
| 5Y | -4.8% | +137.9% | -142.7% | -56.0% |
| 10Y | +324.3% | +814.2% | -489.9% | -39.6% |
| All | +4,013.6% | +2,184.9% | +1,828.7% | +141.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling