+172.7%
SLV vs VGT
+134.3%
+38.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.3% |
| 7D | +2.8% | +1.5% | +1.3% | +2.2% |
| 30D | +2.2% | +0.5% | +1.7% | +2.0% |
| 3M | +2.9% | +5.3% | -2.4% | +1.0% |
| 6M | -22.4% | +32.4% | -54.9% | -29.2% |
| YTD | -5.7% | +28.6% | -34.3% | -13.0% |
| 1Y | +63.3% | +37.6% | +25.7% | +48.1% |
| 3Y | +189.0% | +125.5% | +63.5% | +130.8% |
| 5Y | +172.7% | +135.2% | +37.5% | +104.1% |
| All | +172.7% | +134.3% | +38.4% | +104.1% |
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