+197.5%
EWT vs VGT
+123.9%
+73.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +0.9% |
| 7D | -1.1% | -0.2% | -1.0% | -1.0% |
| 30D | +4.5% | -0.4% | +4.9% | +4.8% |
| 3M | +8.3% | +4.4% | +3.8% | +4.9% |
| 6M | +54.2% | +32.1% | +22.2% | +26.2% |
| YTD | +74.6% | +28.8% | +45.8% | +45.4% |
| 1Y | +84.9% | +35.3% | +49.6% | +48.7% |
| 3Y | +197.5% | +124.8% | +72.8% | +66.6% |
| All | +197.5% | +123.9% | +73.6% | +66.6% |
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