+4.6%
EXC vs VGT
+16.0%
-11.4%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.0% | +1.0% |
| 7D | +1.4% | +2.5% | -1.1% | +2.0% |
| 30D | +8.6% | -9.5% | +18.1% | +6.2% |
| 3M | +2.4% | -9.5% | +11.9% | +0.2% |
| 6M | +6.5% | -1.8% | +8.2% | +6.6% |
| YTD | +9.0% | +18.4% | -9.4% | +12.6% |
| 1Y | +4.6% | +18.7% | -14.2% | +8.1% |
| All | +4.6% | +16.0% | -11.4% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling