+70.0%
SLB vs VGT
+105.1%
-35.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -0.5% |
| 7D | -4.3% | -4.1% | -0.1% | -2.8% |
| 30D | +1.9% | -13.6% | +15.6% | +7.6% |
| 3M | -5.7% | -8.0% | +2.3% | -2.9% |
| 6M | -5.3% | -1.5% | -3.9% | -5.6% |
| YTD | +32.2% | +17.7% | +14.5% | +22.5% |
| 1Y | +38.5% | +13.8% | +24.7% | +30.0% |
| 3Y | +1.1% | +101.6% | -100.5% | -24.6% |
| All | +70.0% | +105.1% | -35.1% | +20.7% |
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 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