+253.0%
GE vs VGT
+2,088.1%
-1,835.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.6% |
| 7D | +2.7% | +2.5% | +0.2% | +0.8% |
| 30D | +8.1% | -9.5% | +17.6% | +15.9% |
| 3M | -7.9% | -9.5% | +1.6% | -1.5% |
| 6M | +12.9% | -1.8% | +14.7% | +12.1% |
| YTD | +8.2% | +18.4% | -10.2% | -7.3% |
| 1Y | +9.7% | +18.7% | -9.1% | -6.4% |
| 3Y | +266.1% | +103.8% | +162.3% | +101.5% |
| 5Y | +407.4% | +104.4% | +303.0% | +170.9% |
| 10Y | +150.3% | +716.9% | -566.6% | -60.9% |
| All | +253.0% | +2,088.1% | -1,835.1% | -78.5% |
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