+589.4%
SE vs VGT
+561.9%
+27.4%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.3% |
| 7D | -6.1% | +1.0% | -7.1% | -7.2% |
| 30D | -2.5% | +1.3% | -3.7% | -4.3% |
| 3M | +21.7% | -1.1% | +22.9% | +20.7% |
| 6M | +27.0% | +32.6% | -5.6% | -12.0% |
| YTD | -12.1% | +29.0% | -41.1% | -37.2% |
| 1Y | -40.9% | +39.7% | -80.6% | -61.8% |
| 3Y | +191.0% | +120.9% | +70.1% | +2.0% |
| 5Y | -68.3% | +133.6% | -201.8% | -88.8% |
| All | +589.4% | +561.9% | +27.4% | -9.8% |
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