+780.7%
GOOG vs VGT
+820.0%
-39.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +0.5% |
| 7D | 0.0% | -0.2% | +0.2% | +0.2% |
| 30D | -2.0% | -0.4% | -1.5% | -1.8% |
| 3M | -5.9% | +4.4% | -10.3% | -10.1% |
| 6M | +8.9% | +32.1% | -23.2% | -15.8% |
| YTD | +7.1% | +28.8% | -21.7% | -15.8% |
| 1Y | +39.7% | +35.3% | +4.3% | +4.9% |
| 3Y | +145.8% | +124.8% | +21.1% | +14.0% |
| 5Y | +138.6% | +137.9% | +0.7% | +4.6% |
| All | +780.7% | +820.0% | -39.4% | +0.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling