+5,993.3%
FIX vs VGT
+788.0%
+5,205.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.5% |
| 7D | +6.1% | +1.8% | +4.2% | +4.3% |
| 30D | -2.7% | -0.3% | -2.3% | -2.3% |
| 3M | -10.9% | +3.4% | -14.3% | -12.6% |
| 6M | +29.0% | +35.0% | -6.0% | +0.3% |
| YTD | +76.9% | +28.8% | +48.1% | +43.6% |
| 1Y | +130.7% | +38.0% | +92.8% | +78.4% |
| 3Y | +790.7% | +125.8% | +664.9% | +385.5% |
| 5Y | +2,185.6% | +134.7% | +2,050.8% | +1,086.9% |
| 10Y | +5,993.3% | +792.6% | +5,200.7% | +1,164.7% |
| All | +5,993.3% | +788.0% | +5,205.3% | +1,164.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling