+1.6%
HYG vs VGT
+18.8%
-17.2%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -0.1% | -6.5% | +6.4% | +0.5% |
| 30D | +0.7% | -10.6% | +11.3% | +1.7% |
| 3M | -2.0% | -3.7% | +1.7% | -1.7% |
| 6M | -0.9% | +10.4% | -11.3% | -2.3% |
| YTD | +0.1% | +23.1% | -23.0% | -3.0% |
| 1Y | +1.6% | +19.9% | -18.3% | -1.3% |
| All | +1.6% | +18.8% | -17.2% | -1.3% |
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