+35.8%
EQT vs VGT
+121.2%
-85.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.0% | +1.6% | +0.9% |
| 7D | -1.2% | -1.0% | -0.1% | -0.9% |
| 30D | +1.1% | -0.4% | +1.5% | +1.1% |
| 3M | +4.8% | +6.6% | -1.8% | +2.0% |
| 6M | -10.6% | +31.0% | -41.6% | -20.3% |
| YTD | +3.4% | +27.2% | -23.8% | -6.9% |
| 1Y | +8.7% | +34.5% | -25.8% | -4.9% |
| All | +35.8% | +121.2% | -85.4% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling