+448.7%
FIX vs VGT
+105.8%
+342.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.1% | +3.6% |
| 7D | -17.5% | -7.2% | -10.2% | -8.4% |
| 30D | -41.6% | -16.1% | -25.4% | -25.5% |
| 3M | -40.6% | -9.2% | -31.4% | -31.8% |
| 6M | -49.4% | -0.7% | -48.6% | -48.1% |
| YTD | +9.2% | +15.6% | -6.4% | -8.1% |
| 1Y | +6.5% | +14.4% | -7.9% | -8.7% |
| 3Y | +448.7% | +105.2% | +343.5% | +154.9% |
| All | +448.7% | +105.8% | +342.9% | +154.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling