+375.1%
META vs VGT
+788.0%
-412.9%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.4% |
| 7D | +6.0% | +1.8% | +4.2% | +4.2% |
| 30D | +3.6% | -0.3% | +3.9% | +3.7% |
| 3M | +4.9% | +3.4% | +1.5% | -0.1% |
| 6M | -4.7% | +35.0% | -39.7% | -31.3% |
| YTD | -6.9% | +28.8% | -35.7% | -29.9% |
| 1Y | -18.2% | +38.0% | -56.2% | -42.9% |
| 3Y | +107.8% | +125.8% | -18.0% | -14.5% |
| 5Y | +63.9% | +134.7% | -70.8% | -33.4% |
| 10Y | +375.1% | +792.6% | -417.5% | -51.3% |
| All | +375.1% | +788.0% | -412.9% | -51.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling