+139.2%
SLB vs VGT
+133.4%
+5.8%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | +0.4% | +1.8% | -1.4% | -0.3% |
| 30D | +13.6% | -0.3% | +13.9% | +13.6% |
| 3M | +1.5% | +3.4% | -1.9% | -0.3% |
| 6M | +23.0% | +35.0% | -12.0% | +8.4% |
| YTD | +51.2% | +28.8% | +22.5% | +35.6% |
| 1Y | +63.5% | +38.0% | +25.5% | +42.2% |
| 3Y | +2.5% | +125.8% | -123.3% | -26.9% |
| 5Y | +139.2% | +134.7% | +4.5% | +63.0% |
| All | +139.2% | +133.4% | +5.8% | +63.0% |
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