+494.2%
FIX vs VGT
+103.6%
+390.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.7% | +0.3% | +0.9% |
| 7D | +9.4% | +2.5% | +7.0% | +6.2% |
| 30D | -27.8% | -9.5% | -18.3% | -16.6% |
| 3M | -35.6% | -9.5% | -26.1% | -25.4% |
| 6M | -45.2% | -1.8% | -43.5% | -42.9% |
| YTD | +19.5% | +18.4% | +1.1% | -2.6% |
| 1Y | +24.2% | +18.7% | +5.5% | +1.3% |
| 3Y | +494.2% | +103.8% | +390.4% | +157.6% |
| All | +494.2% | +103.6% | +390.6% | +157.6% |
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