+40.1%
GILD vs VGT
+11.1%
+29.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.3% | +3.4% | -4.0% |
| 7D | +1.2% | -12.4% | +13.6% | +0.9% |
| 30D | +16.2% | -17.5% | +33.7% | +15.8% |
| 3M | +27.9% | -10.5% | +38.4% | +27.4% |
| 6M | +27.1% | +0.5% | +26.6% | +24.2% |
| YTD | +39.0% | +14.0% | +25.0% | +31.5% |
| 1Y | +40.1% | +10.6% | +29.5% | +32.3% |
| All | +40.1% | +11.1% | +29.0% | +32.3% |
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 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