+50.7%
O vs VGT
+820.0%
-769.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.5% |
| 7D | -2.9% | -0.2% | -2.7% | -2.8% |
| 30D | -4.5% | -0.4% | -4.1% | -4.5% |
| 3M | -2.6% | +4.4% | -7.1% | -4.6% |
| 6M | -5.6% | +32.1% | -37.7% | -15.7% |
| YTD | +9.3% | +28.8% | -19.5% | -1.8% |
| 1Y | +4.3% | +35.3% | -31.0% | -8.4% |
| 3Y | +27.4% | +124.8% | -97.3% | -13.7% |
| 5Y | +17.1% | +137.9% | -120.9% | -25.1% |
| All | +50.7% | +820.0% | -769.3% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling