+6,592.5%
ORLY vs VGT
+2,280.0%
+4,312.5%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.2% |
| 7D | -2.4% | -0.2% | -2.2% | -2.3% |
| 30D | -6.8% | -0.4% | -6.3% | -6.7% |
| 3M | -4.8% | +4.4% | -9.2% | -7.7% |
| 6M | -9.1% | +32.1% | -41.1% | -23.0% |
| YTD | -5.9% | +28.8% | -34.7% | -19.5% |
| 1Y | -20.4% | +35.3% | -55.8% | -34.2% |
| 3Y | +36.6% | +124.8% | -88.2% | -19.5% |
| 5Y | +117.3% | +137.9% | -20.6% | +18.9% |
| 10Y | +362.7% | +814.2% | -451.5% | -2.5% |
| All | +6,592.5% | +2,280.0% | +4,312.5% | +570.4% |
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 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