+3,573.5%
COST vs VGT
+2,276.4%
+1,297.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -2.8% | +1.5% | -4.3% | -3.5% |
| 30D | -5.3% | +0.5% | -5.8% | -5.7% |
| 3M | -6.7% | +5.3% | -11.9% | -10.1% |
| 6M | -9.9% | +32.4% | -42.4% | -23.9% |
| YTD | +5.1% | +28.6% | -23.5% | -10.2% |
| 1Y | -7.3% | +37.6% | -44.9% | -24.1% |
| 3Y | +70.4% | +125.5% | -55.1% | +3.0% |
| 5Y | +104.4% | +135.2% | -30.8% | +18.5% |
| 10Y | +609.0% | +812.9% | -203.9% | +78.9% |
| All | +3,573.5% | +2,276.4% | +1,297.1% | +368.9% |
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