+49.5%
EQT vs VGT
+809.1%
-759.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +1.1% |
| 7D | -1.2% | -1.0% | -0.1% | -0.7% |
| 30D | +1.1% | -0.4% | +1.5% | +1.2% |
| 3M | +4.8% | +6.6% | -1.8% | +0.6% |
| 6M | -10.6% | +31.0% | -41.6% | -23.5% |
| YTD | +3.4% | +27.2% | -23.8% | -10.4% |
| 1Y | +8.7% | +34.5% | -25.8% | -8.9% |
| 3Y | +35.0% | +123.1% | -88.2% | -15.8% |
| 5Y | +204.2% | +135.1% | +69.2% | +79.3% |
| All | +49.5% | +809.1% | -759.6% | -62.9% |
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 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