-12.1%
DOW vs VGT
+414.0%
-426.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.8% |
| 7D | -1.4% | -0.2% | -1.2% | -1.3% |
| 30D | -3.9% | -0.4% | -3.5% | -3.9% |
| 3M | -12.7% | +4.4% | -17.1% | -16.0% |
| 6M | -13.7% | +32.1% | -45.8% | -29.6% |
| YTD | +28.4% | +28.8% | -0.4% | +6.1% |
| 1Y | +21.8% | +35.3% | -13.6% | -2.8% |
| 3Y | -35.7% | +124.8% | -160.5% | -64.6% |
| 5Y | -36.8% | +137.9% | -174.7% | -67.9% |
| All | -12.1% | +414.0% | -426.1% | -78.2% |
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 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