+358.3%
DELL vs VGT
+35.2%
+323.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.8% | +10.2% |
| 7D | +8.2% | -0.2% | +8.4% | +8.7% |
| 30D | +17.1% | -0.4% | +17.5% | +18.4% |
| 3M | +45.2% | +4.4% | +40.7% | +37.6% |
| 6M | +286.8% | +32.1% | +254.7% | +192.8% |
| YTD | +354.8% | +28.8% | +326.0% | +254.6% |
| 1Y | +358.3% | +35.3% | +322.9% | +225.5% |
| All | +358.3% | +35.2% | +323.1% | +225.5% |
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