+28.7%
O vs VGT
+123.6%
-94.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -2.3% | +1.5% | -3.7% | -2.2% |
| 30D | -2.4% | +0.5% | -3.0% | -2.4% |
| 3M | -0.6% | +5.3% | -5.8% | -0.4% |
| 6M | -5.0% | +32.4% | -37.4% | -5.1% |
| YTD | +10.4% | +28.6% | -18.2% | +10.3% |
| 1Y | +6.6% | +37.6% | -31.1% | +6.2% |
| All | +28.7% | +123.6% | -94.8% | +12.4% |
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