+33.3%
DIS vs VGT
+101.3%
-68.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.8% |
| 7D | +5.2% | -7.2% | +12.5% | +7.7% |
| 30D | +11.5% | -16.1% | +27.6% | +17.9% |
| 3M | +11.5% | -9.2% | +20.7% | +14.4% |
| 6M | +8.9% | -0.7% | +9.6% | +6.6% |
| YTD | +3.4% | +15.6% | -12.1% | -5.8% |
| 1Y | +7.2% | +14.4% | -7.2% | -1.9% |
| All | +33.3% | +101.3% | -68.0% | -3.2% |
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