+4,521.4%
DELL vs VGT
+791.1%
+3,730.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -4.3% |
| 7D | -1.9% | -1.0% | -0.9% | -0.8% |
| 30D | +14.9% | -0.4% | +15.3% | +15.8% |
| 3M | +37.2% | +6.6% | +30.6% | +30.3% |
| 6M | +254.0% | +31.0% | +222.9% | +180.4% |
| YTD | +306.1% | +27.2% | +278.9% | +230.6% |
| 1Y | +312.3% | +34.5% | +277.8% | +220.0% |
| 3Y | +654.0% | +123.1% | +530.9% | +291.9% |
| 5Y | +1,055.3% | +135.1% | +920.2% | +463.1% |
| 10Y | +3,948.9% | +803.4% | +3,145.6% | +531.4% |
| All | +4,521.4% | +791.1% | +3,730.3% | +626.4% |
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