+165.0%
SLB vs VGT
+2,138.1%
-1,973.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.9% | -0.8% | -0.1% |
| 7D | -1.2% | -1.6% | +0.4% | -0.2% |
| 30D | +4.5% | -10.1% | +14.6% | +12.9% |
| 3M | -4.6% | -5.3% | +0.7% | -1.3% |
| 6M | -6.3% | +0.2% | -6.5% | -8.5% |
| YTD | +35.0% | +21.1% | +13.9% | +12.4% |
| 1Y | +38.8% | +18.2% | +20.6% | +17.6% |
| 3Y | +3.3% | +107.4% | -104.1% | -47.0% |
| 5Y | +73.6% | +111.5% | -37.9% | -18.4% |
| 10Y | -14.2% | +735.5% | -749.8% | -89.8% |
| All | +165.0% | +2,138.1% | -1,973.1% | -88.8% |
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