+29,966.3%
FIX vs VGT
+2,283.9%
+27,682.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.6% |
| 7D | +6.0% | +1.0% | +5.0% | +5.0% |
| 30D | -7.2% | +1.3% | -8.5% | -8.3% |
| 3M | -15.9% | -1.1% | -14.7% | -14.1% |
| 6M | +12.7% | +32.6% | -19.9% | -12.6% |
| YTD | +72.8% | +29.0% | +43.8% | +37.7% |
| 1Y | +122.9% | +39.7% | +83.2% | +66.5% |
| 3Y | +774.3% | +120.9% | +653.4% | +345.1% |
| 5Y | +2,049.5% | +133.6% | +1,915.9% | +904.8% |
| 10Y | +5,821.5% | +792.6% | +5,028.9% | +600.1% |
| All | +29,966.3% | +2,283.9% | +27,682.4% | +1,172.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling