+462.4%
DIS vs VGT
+2,283.9%
-1,821.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -2.0% |
| 7D | -2.6% | +1.0% | -3.6% | -3.3% |
| 30D | +3.5% | +1.3% | +2.2% | +2.2% |
| 3M | +6.8% | -1.1% | +8.0% | +5.9% |
| 6M | +3.0% | +32.6% | -29.6% | -18.6% |
| YTD | -6.7% | +29.0% | -35.7% | -25.0% |
| 1Y | -10.1% | +39.7% | -49.8% | -32.4% |
| 3Y | +33.0% | +120.9% | -87.9% | -32.6% |
| 5Y | -40.0% | +133.6% | -173.5% | -71.4% |
| 10Y | +21.1% | +792.6% | -771.5% | -82.5% |
| All | +462.4% | +2,283.9% | -1,821.5% | -68.6% |
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