+39.1%
O vs VGT
+103.6%
-64.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +0.9% | -0.8% |
| 7D | -0.4% | +2.5% | -2.8% | -0.2% |
| 30D | +7.1% | -9.5% | +16.6% | +6.5% |
| 3M | -5.2% | -9.5% | +4.3% | -5.8% |
| 6M | -1.8% | -1.8% | 0.0% | -2.0% |
| YTD | +9.1% | +18.4% | -9.3% | +9.0% |
| 1Y | +9.7% | +18.7% | -9.1% | +9.6% |
| 3Y | +39.1% | +103.8% | -64.7% | +24.6% |
| All | +39.1% | +103.6% | -64.4% | +24.6% |
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