-99.9%
DFNS vs VGT
+123.9%
-223.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.6% | -0.8% |
| 7D | +0.8% | +1.8% | -1.0% | +0.6% |
| 30D | -73.2% | -0.3% | -72.9% | -73.2% |
| 3M | -72.4% | +3.4% | -75.8% | -72.5% |
| 6M | -95.2% | +35.0% | -130.2% | -95.0% |
| YTD | -98.0% | +28.8% | -126.7% | -97.9% |
| 1Y | -98.3% | +38.0% | -136.2% | -98.2% |
| All | -99.9% | +123.9% | -223.7% | -99.9% |
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 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