-31.2%
DIS vs VGT
+98.2%
-129.4%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -1.1% |
| 7D | +5.2% | -7.2% | +12.5% | +9.2% |
| 30D | +11.5% | -16.1% | +27.6% | +21.6% |
| 3M | +11.5% | -9.2% | +20.7% | +16.1% |
| 6M | +8.9% | -0.7% | +9.6% | +6.2% |
| YTD | +3.4% | +15.6% | -12.1% | -8.5% |
| 1Y | +7.2% | +14.4% | -7.2% | -4.6% |
| 3Y | +43.3% | +105.2% | -61.9% | -17.8% |
| All | -31.2% | +98.2% | -129.4% | -63.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling