+1,112.1%
PSX vs VGT
+1,419.0%
-306.9%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.2% | 0.0% |
| 7D | +4.5% | +1.0% | +3.5% | +3.9% |
| 30D | +26.6% | +1.3% | +25.3% | +25.4% |
| 3M | +39.3% | -1.1% | +40.4% | +38.5% |
| 6M | +56.8% | +32.6% | +24.2% | +29.5% |
| YTD | +101.8% | +29.0% | +72.8% | +68.7% |
| 1Y | +99.6% | +39.7% | +59.9% | +57.8% |
| 3Y | +140.3% | +120.9% | +19.4% | +37.6% |
| 5Y | +339.3% | +133.6% | +205.8% | +131.3% |
| 10Y | +369.9% | +792.6% | -422.7% | -22.4% |
| All | +1,112.1% | +1,419.0% | -306.9% | +13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling