+2,185.6%
FIX vs VGT
+133.4%
+2,052.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.2% | +2.5% | +2.6% |
| 7D | +6.1% | +1.8% | +4.2% | +4.1% |
| 30D | -2.7% | -0.3% | -2.3% | -2.3% |
| 3M | -10.9% | +3.4% | -14.3% | -12.9% |
| 6M | +29.0% | +35.0% | -6.0% | -2.8% |
| YTD | +76.9% | +28.8% | +48.1% | +39.8% |
| 1Y | +130.7% | +38.0% | +92.8% | +72.8% |
| 3Y | +790.7% | +125.8% | +664.9% | +372.0% |
| 5Y | +2,185.6% | +134.7% | +2,050.8% | +1,066.9% |
| All | +2,185.6% | +133.4% | +2,052.2% | +1,066.9% |
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 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