+143.3%
DELL vs VGT
+18.8%
+124.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.2% | -9.1% | -9.2% |
| 7D | -24.6% | -6.5% | -18.1% | -15.7% |
| 30D | -32.5% | -10.6% | -21.9% | -18.8% |
| 3M | -20.2% | -3.7% | -16.5% | -13.3% |
| 6M | +76.5% | +10.4% | +66.1% | +66.8% |
| YTD | +198.9% | +23.1% | +175.9% | +157.2% |
| 1Y | +143.3% | +19.9% | +123.4% | +117.7% |
| All | +143.3% | +18.8% | +124.5% | +117.7% |
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