+101.6%
PSX vs VGT
+35.2%
+66.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.5% |
| 7D | +1.7% | -0.2% | +1.9% | +1.7% |
| 30D | +15.6% | -0.4% | +16.1% | +15.6% |
| 3M | +46.5% | +4.4% | +42.0% | +47.1% |
| 6M | +55.0% | +32.1% | +22.9% | +60.5% |
| YTD | +105.3% | +28.8% | +76.5% | +111.6% |
| 1Y | +101.6% | +35.3% | +66.2% | +119.7% |
| All | +101.6% | +35.2% | +66.4% | +119.7% |
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