+31.9%
DIS vs VGT
+716.3%
-684.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +1.6% |
| 7D | +1.9% | +2.5% | -0.6% | +0.4% |
| 30D | +9.2% | -9.5% | +18.7% | +15.0% |
| 3M | +13.5% | -9.5% | +23.0% | +19.0% |
| 6M | +14.3% | -1.8% | +16.1% | +12.5% |
| YTD | +5.4% | +18.4% | -13.0% | -8.3% |
| 1Y | +12.2% | +18.7% | -6.6% | -2.8% |
| 3Y | +37.2% | +103.8% | -66.6% | -19.2% |
| 5Y | -23.1% | +104.4% | -127.5% | -55.8% |
| All | +31.9% | +716.3% | -684.4% | -65.4% |
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 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