-55.8%
FIG vs VGT
+40.8%
-96.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.6% |
| 7D | -16.3% | +1.0% | -17.3% | -16.9% |
| 30D | -14.3% | +1.3% | -15.6% | -15.1% |
| 3M | +7.2% | -1.1% | +8.3% | +8.8% |
| 6M | -18.6% | +32.6% | -51.2% | -43.2% |
| YTD | -35.5% | +29.0% | -64.4% | -52.4% |
| 1Y | -55.8% | +39.7% | -95.5% | -71.8% |
| All | -55.8% | +40.8% | -96.5% | -71.8% |
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