+887.3%
O vs VGT
+2,283.9%
-1,396.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -1.0% |
| 7D | -0.7% | +1.0% | -1.7% | -1.4% |
| 30D | -1.9% | +1.3% | -3.2% | -2.8% |
| 3M | +3.8% | -1.1% | +5.0% | +3.0% |
| 6M | -4.7% | +32.6% | -37.4% | -22.0% |
| YTD | +12.5% | +29.0% | -16.5% | -6.8% |
| 1Y | +10.8% | +39.7% | -28.9% | -13.4% |
| 3Y | +28.8% | +120.9% | -92.1% | -31.1% |
| 5Y | +13.2% | +133.6% | -120.4% | -44.9% |
| 10Y | +53.5% | +792.6% | -739.1% | -77.6% |
| All | +887.3% | +2,283.9% | -1,396.6% | -53.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling