+112.5%
NET vs VGT
+133.3%
-20.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.5% |
| 7D | -7.0% | +1.0% | -8.0% | -8.3% |
| 30D | -4.8% | +1.3% | -6.1% | -6.2% |
| 3M | +3.8% | -1.1% | +5.0% | +4.3% |
| 6M | +50.0% | +32.6% | +17.4% | -9.3% |
| YTD | +41.5% | +29.0% | +12.5% | -10.2% |
| 1Y | +32.8% | +39.7% | -6.9% | -26.5% |
| 3Y | +335.9% | +120.9% | +215.0% | -4.1% |
| All | +112.5% | +133.3% | -20.9% | -50.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling