+262.7%
GE vs VGT
+123.6%
+139.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -1.2% | +1.5% | -2.7% | -2.1% |
| 30D | -11.3% | +0.5% | -11.8% | -11.7% |
| 3M | -1.4% | +5.3% | -6.7% | -5.1% |
| 6M | +1.2% | +32.4% | -31.2% | -17.2% |
| YTD | +5.9% | +28.6% | -22.7% | -11.8% |
| 1Y | +18.4% | +37.6% | -19.2% | -6.2% |
| All | +262.7% | +123.6% | +139.2% | +99.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling