+184.3%
SE vs VGT
+123.6%
+60.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -3.9% | -4.0% |
| 7D | -3.6% | +1.5% | -5.1% | -4.7% |
| 30D | -5.3% | +0.5% | -5.8% | -5.9% |
| 3M | +28.1% | +5.3% | +22.8% | +21.7% |
| 6M | +20.7% | +32.4% | -11.8% | -6.9% |
| YTD | -14.8% | +28.6% | -43.4% | -32.5% |
| 1Y | -43.6% | +37.6% | -81.2% | -58.0% |
| All | +184.3% | +123.6% | +60.7% | +43.3% |
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