-73.1%
SMR vs VGT
+40.8%
-113.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -1.3% |
| 7D | +4.4% | +1.0% | +3.4% | +1.9% |
| 30D | +3.4% | +1.3% | +2.1% | +0.5% |
| 3M | -19.2% | -1.1% | -18.0% | -15.1% |
| 6M | -22.6% | +32.6% | -55.3% | -60.3% |
| YTD | -31.5% | +29.0% | -60.5% | -62.1% |
| 1Y | -73.1% | +39.7% | -112.8% | -89.0% |
| All | -73.1% | +40.8% | -113.8% | -89.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling