+362.6%
PSX vs VGT
+136.3%
+226.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | 0.0% |
| 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% | +43.8% |
| 6M | +55.0% | +32.1% | +22.9% | +39.6% |
| YTD | +105.3% | +28.8% | +76.5% | +86.1% |
| 1Y | +101.6% | +35.3% | +66.2% | +78.8% |
| 3Y | +134.1% | +124.8% | +9.4% | +71.1% |
| All | +362.6% | +136.3% | +226.3% | +220.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling