+258.1%
GE vs VGT
+2,283.9%
-2,025.8%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +0.8% |
| 7D | -1.6% | +1.0% | -2.6% | -2.3% |
| 30D | -11.6% | +1.3% | -12.9% | -12.6% |
| 3M | +3.0% | -1.1% | +4.2% | +2.6% |
| 6M | -0.5% | +32.6% | -33.1% | -21.1% |
| YTD | +9.7% | +29.0% | -19.3% | -11.3% |
| 1Y | +20.0% | +39.7% | -19.7% | -9.0% |
| 3Y | +275.8% | +120.9% | +154.9% | +95.8% |
| 5Y | +429.1% | +133.6% | +295.5% | +155.9% |
| 10Y | +151.2% | +792.6% | -641.4% | -63.1% |
| All | +258.1% | +2,283.9% | -2,025.8% | -79.4% |
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