+7,443.4%
QLD vs VGT
+2,149.0%
+5,294.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.2% | +0.1% |
| 7D | -10.3% | -7.2% | -3.0% | +3.2% |
| 30D | -26.1% | -16.1% | -9.9% | +2.5% |
| 3M | -17.8% | -9.2% | -8.6% | -1.4% |
| 6M | -15.6% | -0.7% | -14.8% | -13.4% |
| YTD | +5.4% | +15.6% | -10.2% | -18.1% |
| 1Y | +5.2% | +14.4% | -9.1% | -16.5% |
| 3Y | +139.4% | +105.2% | +34.2% | -32.9% |
| 5Y | +66.7% | +100.0% | -33.3% | -44.4% |
| 10Y | +1,422.1% | +712.1% | +710.0% | -55.8% |
| All | +7,443.4% | +2,149.0% | +5,294.4% | -51.8% |
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