+53.9%
F vs VGT
+133.3%
-79.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.1% | +1.2% |
| 7D | +5.3% | +1.0% | +4.3% | +4.6% |
| 30D | +4.6% | +1.3% | +3.3% | +3.6% |
| 3M | -3.7% | -1.1% | -2.5% | -3.7% |
| 6M | +16.8% | +32.6% | -15.8% | -4.9% |
| YTD | +15.3% | +29.0% | -13.7% | -4.6% |
| 1Y | +31.0% | +39.7% | -8.7% | +1.9% |
| 3Y | +45.4% | +120.9% | -75.5% | -25.6% |
| All | +53.9% | +133.3% | -79.4% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling