+724.9%
DELL vs VGT
+123.9%
+601.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.2% | +10.8% | +10.3% |
| 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% | +38.2% |
| 6M | +286.8% | +32.1% | +254.7% | +175.5% |
| YTD | +354.8% | +28.8% | +326.0% | +234.1% |
| 1Y | +358.3% | +35.3% | +322.9% | +215.3% |
| 3Y | +724.9% | +124.8% | +600.1% | +222.6% |
| All | +724.9% | +123.9% | +601.0% | +222.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling