+915.4%
ON vs VGT
+2,279.6%
-1,364.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.3% | -4.2% |
| 7D | -2.2% | +1.8% | -4.0% | -4.7% |
| 30D | -12.4% | -0.3% | -12.1% | -12.0% |
| 3M | -41.2% | +3.4% | -44.6% | -42.8% |
| 6M | +25.0% | +35.0% | -10.0% | -15.9% |
| YTD | +31.3% | +28.8% | +2.5% | -6.1% |
| 1Y | +45.4% | +38.0% | +7.4% | -5.6% |
| 3Y | -27.4% | +125.8% | -153.2% | -76.4% |
| 5Y | +58.5% | +134.7% | -76.3% | -48.6% |
| 10Y | +561.8% | +792.6% | -230.8% | -67.3% |
| All | +915.4% | +2,279.6% | -1,364.1% | -87.0% |
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