-10.4%
DOW vs VGT
+413.9%
-424.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -2.9% | +1.8% | -4.8% | -4.0% |
| 30D | +2.0% | -0.3% | +2.3% | +1.9% |
| 3M | -12.5% | +3.4% | -15.9% | -15.4% |
| 6M | -9.2% | +35.0% | -44.2% | -27.0% |
| YTD | +30.8% | +28.8% | +2.0% | +8.1% |
| 1Y | +29.4% | +38.0% | -8.6% | +2.0% |
| 3Y | -34.6% | +125.8% | -160.3% | -64.1% |
| 5Y | -35.9% | +134.7% | -170.7% | -67.1% |
| All | -10.4% | +413.9% | -424.4% | -77.8% |
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