-51.7%
FIG vs VGT
+18.8%
-70.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.1% |
| 7D | -4.7% | -6.5% | +1.9% | -2.1% |
| 30D | +0.5% | -10.6% | +11.1% | +5.0% |
| 3M | -18.4% | -3.7% | -14.7% | -17.5% |
| 6M | +10.9% | +10.4% | +0.5% | -2.5% |
| YTD | -40.8% | +23.1% | -63.8% | -52.5% |
| 1Y | -51.7% | +19.9% | -71.6% | -59.8% |
| All | -51.7% | +18.8% | -70.5% | -59.8% |
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