+409.4%
GE vs VGT
+136.3%
+273.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.2% | -1.4% | -0.9% |
| 7D | -4.0% | -0.2% | -3.8% | -3.9% |
| 30D | -11.4% | -0.4% | -11.0% | -11.3% |
| 3M | -2.6% | +4.4% | -7.0% | -5.9% |
| 6M | -0.3% | +32.1% | -32.4% | -17.6% |
| YTD | +5.4% | +28.8% | -23.4% | -11.6% |
| 1Y | +15.5% | +35.3% | -19.8% | -6.4% |
| 3Y | +260.8% | +124.8% | +136.0% | +109.2% |
| All | +409.4% | +136.3% | +273.1% | +176.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling