+378.1%
PSX vs VGT
+820.0%
-441.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.2% |
| 7D | +1.7% | -0.2% | +1.9% | +1.8% |
| 30D | +15.6% | -0.4% | +16.1% | +15.7% |
| 3M | +46.5% | +4.4% | +42.0% | +41.9% |
| 6M | +55.0% | +32.1% | +22.9% | +30.9% |
| YTD | +105.3% | +28.8% | +76.5% | +75.0% |
| 1Y | +101.6% | +35.3% | +66.2% | +66.2% |
| 3Y | +134.1% | +124.8% | +9.4% | +40.2% |
| 5Y | +368.7% | +137.9% | +230.8% | +159.9% |
| All | +378.1% | +820.0% | -441.9% | +10.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling