+96.8%
META vs VGT
+103.6%
-6.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.7% | +4.6% | +4.2% |
| 7D | +5.2% | +2.5% | +2.7% | +3.1% |
| 30D | -13.0% | -9.5% | -3.5% | -6.5% |
| 3M | +7.9% | -9.5% | +17.4% | +15.9% |
| 6M | +4.2% | -1.8% | +6.0% | +3.2% |
| YTD | -2.5% | +18.4% | -20.9% | -18.5% |
| 1Y | +5.6% | +18.7% | -13.2% | -12.1% |
| 3Y | +96.8% | +103.8% | -7.0% | -5.3% |
| All | +96.8% | +103.6% | -6.8% | -5.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling