+135.3%
PSX vs VGT
+123.6%
+11.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | +1.8% | +1.5% | +0.4% | +1.4% |
| 30D | +21.6% | +0.5% | +21.1% | +21.4% |
| 3M | +46.5% | +5.3% | +41.2% | +43.4% |
| 6M | +62.0% | +32.4% | +29.6% | +44.9% |
| YTD | +106.3% | +28.6% | +77.7% | +86.2% |
| 1Y | +103.0% | +37.6% | +65.3% | +76.6% |
| All | +135.3% | +123.6% | +11.8% | +64.7% |
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 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