+596.7%
KO vs VGT
+2,251.7%
-1,654.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.4% | +0.7% |
| 7D | -1.1% | -1.0% | -0.1% | -0.8% |
| 30D | +1.6% | -0.4% | +2.0% | +1.6% |
| 3M | +5.8% | +6.6% | -0.9% | +2.8% |
| 6M | +14.3% | +31.0% | -16.8% | +2.8% |
| YTD | +27.3% | +27.2% | +0.1% | +15.4% |
| 1Y | +33.2% | +34.5% | -1.3% | +17.8% |
| 3Y | +64.5% | +123.1% | -58.7% | +15.7% |
| 5Y | +83.1% | +135.1% | -52.0% | +22.5% |
| 10Y | +183.9% | +803.4% | -619.5% | +0.4% |
| All | +596.7% | +2,251.7% | -1,654.9% | +43.4% |
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