+18,897.5%
FIX vs VGT
+2,035.6%
+16,862.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.1% | +4.1% |
| 7D | -17.5% | -7.2% | -10.2% | -10.9% |
| 30D | -41.6% | -16.1% | -25.4% | -30.1% |
| 3M | -40.6% | -9.2% | -31.4% | -34.1% |
| 6M | -49.4% | -0.7% | -48.6% | -48.0% |
| YTD | +9.2% | +15.6% | -6.4% | -2.3% |
| 1Y | +6.5% | +14.4% | -7.9% | -3.3% |
| 3Y | +448.7% | +105.2% | +343.5% | +203.9% |
| 5Y | +948.7% | +100.0% | +848.7% | +474.5% |
| 10Y | +3,659.7% | +712.1% | +2,947.6% | +392.1% |
| All | +18,897.5% | +2,035.6% | +16,862.0% | +803.0% |
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