+1,015.4%
COP vs VGT
+2,283.9%
-1,268.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | +3.0% | +1.0% | +2.0% | +2.3% |
| 30D | +17.5% | +1.3% | +16.2% | +16.1% |
| 3M | +13.4% | -1.1% | +14.5% | +12.2% |
| 6M | +17.7% | +32.6% | -14.9% | -6.5% |
| YTD | +46.6% | +29.0% | +17.6% | +18.1% |
| 1Y | +44.6% | +39.7% | +4.9% | +9.2% |
| 3Y | +20.7% | +120.9% | -100.2% | -38.1% |
| 5Y | +185.0% | +133.6% | +51.5% | +31.8% |
| 10Y | +347.0% | +792.6% | -445.6% | -36.3% |
| All | +1,015.4% | +2,283.9% | -1,268.5% | -35.2% |
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