+8.9%
GE vs VGT
+18.8%
-9.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | +9.4% | -6.5% | +15.9% | +12.3% |
| 30D | +7.5% | -10.6% | +18.1% | +12.4% |
| 3M | -12.5% | -3.7% | -8.8% | -11.5% |
| 6M | +17.8% | +10.4% | +7.4% | +8.4% |
| YTD | +7.4% | +23.1% | -15.6% | -10.0% |
| 1Y | +8.9% | +19.9% | -11.0% | -8.3% |
| All | +8.9% | +18.8% | -9.9% | -8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling