+4,404.4%
DELL vs VGT
+820.0%
+3,584.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.8% | +10.8% |
| 7D | +8.2% | -0.2% | +8.4% | +8.6% |
| 30D | +17.1% | -0.4% | +17.5% | +18.1% |
| 3M | +45.2% | +4.4% | +40.7% | +40.7% |
| 6M | +286.8% | +32.1% | +254.7% | +204.3% |
| YTD | +354.8% | +28.8% | +326.0% | +266.2% |
| 1Y | +358.3% | +35.3% | +322.9% | +253.6% |
| 3Y | +724.9% | +124.8% | +600.1% | +325.5% |
| 5Y | +1,193.7% | +137.9% | +1,055.8% | +523.4% |
| All | +4,404.4% | +820.0% | +3,584.4% | +593.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling