-35.5%
DOW vs VGT
+131.4%
-166.9%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.9% | +1.2% |
| 7D | -2.4% | -1.0% | -1.3% | -2.0% |
| 30D | -4.1% | -0.4% | -3.6% | -4.0% |
| 3M | -12.4% | +6.6% | -19.0% | -15.6% |
| 6M | -10.6% | +31.0% | -41.7% | -22.8% |
| YTD | +31.1% | +27.2% | +3.8% | +14.7% |
| 1Y | +30.5% | +34.5% | -3.9% | +11.0% |
| 3Y | -34.4% | +123.1% | -157.5% | -57.3% |
| 5Y | -35.5% | +135.1% | -170.6% | -61.9% |
| All | -35.5% | +131.4% | -166.9% | -61.9% |
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