+875.7%
NVDA vs VGT
+131.4%
+744.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.2% | -0.6% |
| 7D | -4.3% | -1.0% | -3.3% | -2.7% |
| 30D | +0.5% | -0.4% | +1.0% | +1.6% |
| 3M | +9.1% | +6.6% | +2.5% | -2.7% |
| 6M | +18.5% | +31.0% | -12.6% | -26.2% |
| YTD | +17.4% | +27.2% | -9.9% | -23.2% |
| 1Y | +23.4% | +34.5% | -11.0% | -26.6% |
| 3Y | +380.6% | +123.1% | +257.4% | +26.7% |
| 5Y | +875.7% | +135.1% | +740.6% | +175.5% |
| All | +875.7% | +131.4% | +744.3% | +175.5% |
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 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