+36.6%
ORLY vs VGT
+123.9%
-87.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.4% |
| 7D | -2.4% | -0.2% | -2.2% | -2.4% |
| 30D | -6.8% | -0.4% | -6.3% | -6.8% |
| 3M | -4.8% | +4.4% | -9.2% | -4.7% |
| 6M | -9.1% | +32.1% | -41.1% | -10.3% |
| YTD | -5.9% | +28.8% | -34.7% | -7.1% |
| 1Y | -20.4% | +35.3% | -55.8% | -21.8% |
| 3Y | +36.6% | +124.8% | -88.2% | +24.5% |
| All | +36.6% | +123.9% | -87.3% | +24.5% |
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