+133.4%
KR vs VGT
+820.0%
-686.7%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.2% | +1.5% | +2.6% |
| 7D | -0.2% | -0.2% | 0.0% | -0.2% |
| 30D | +5.1% | -0.4% | +5.5% | +5.1% |
| 3M | -8.2% | +4.4% | -12.6% | -8.5% |
| 6M | -18.0% | +32.1% | -50.1% | -19.9% |
| YTD | -4.8% | +28.8% | -33.6% | -6.9% |
| 1Y | -11.0% | +35.3% | -46.4% | -13.6% |
| 3Y | +37.7% | +124.8% | -87.1% | +23.2% |
| 5Y | +52.8% | +137.9% | -85.1% | +33.2% |
| All | +133.4% | +820.0% | -686.7% | +50.3% |
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 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