+15.7%
GE vs VGT
+33.6%
-17.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.7% | +0.1% |
| 7D | -2.8% | -1.0% | -1.8% | -2.3% |
| 30D | -11.9% | -0.4% | -11.5% | -11.9% |
| 3M | +1.8% | +6.6% | -4.8% | -2.1% |
| 6M | -0.6% | +31.0% | -31.6% | -17.9% |
| YTD | +5.5% | +27.2% | -21.7% | -11.9% |
| All | +15.7% | +33.6% | -17.9% | -6.0% |
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 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