+948.1%
FIX vs VGT
+99.2%
+848.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.1% | +4.0% |
| 7D | -17.5% | -7.2% | -10.2% | -10.4% |
| 30D | -41.6% | -16.1% | -25.4% | -29.4% |
| 3M | -40.6% | -9.2% | -31.4% | -33.7% |
| 6M | -49.4% | -0.7% | -48.6% | -47.9% |
| YTD | +9.2% | +15.6% | -6.4% | -2.6% |
| 1Y | +6.5% | +14.4% | -7.9% | -3.7% |
| 3Y | +448.7% | +105.2% | +343.5% | +225.9% |
| All | +948.1% | +99.2% | +848.9% | +528.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling