-1.4%
LOW vs VGT
+18.8%
-20.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.2% | +7.3% | +7.5% |
| 7D | +15.6% | -6.5% | +22.1% | +15.5% |
| 30D | +28.6% | -10.6% | +39.2% | +28.7% |
| 3M | +5.8% | -3.7% | +9.6% | +5.6% |
| 6M | +3.8% | +10.4% | -6.5% | +0.4% |
| YTD | -2.8% | +23.1% | -25.8% | -9.5% |
| 1Y | -1.4% | +19.9% | -21.3% | -7.5% |
| All | -1.4% | +18.8% | -20.2% | -7.5% |
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