+539.0%
DIS vs VGT
+2,138.1%
-1,599.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.9% | -2.5% | -1.7% |
| 7D | +0.6% | -1.6% | +2.2% | +1.4% |
| 30D | +10.3% | -10.1% | +20.4% | +18.1% |
| 3M | +15.6% | -5.3% | +20.8% | +18.5% |
| 6M | +15.1% | +0.2% | +14.9% | +11.3% |
| YTD | +6.0% | +21.1% | -15.1% | -11.8% |
| 1Y | +5.7% | +18.2% | -12.5% | -10.6% |
| 3Y | +39.8% | +107.4% | -67.6% | -26.4% |
| 5Y | -23.9% | +111.5% | -135.4% | -61.3% |
| 10Y | +32.9% | +735.5% | -702.6% | -80.0% |
| All | +539.0% | +2,138.1% | -1,599.1% | -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 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