+99.6%
PSX vs VGT
+40.8%
+58.9%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.2% | +0.2% |
| 7D | +4.5% | +1.0% | +3.5% | +4.7% |
| 30D | +26.6% | +1.3% | +25.3% | +26.9% |
| 3M | +39.3% | -1.1% | +40.4% | +39.2% |
| 6M | +56.8% | +32.6% | +24.2% | +62.6% |
| YTD | +101.8% | +29.0% | +72.8% | +108.3% |
| 1Y | +99.6% | +39.7% | +59.9% | +132.0% |
| All | +99.6% | +40.8% | +58.9% | +132.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling