-75.5%
SMR vs VGT
+35.2%
-110.7%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.2% | -16.9% | -18.5% |
| 7D | -11.2% | -0.2% | -11.1% | -11.3% |
| 30D | -10.2% | -0.4% | -9.8% | -9.6% |
| 3M | -10.0% | +4.4% | -14.5% | -18.7% |
| 6M | -30.5% | +32.1% | -62.5% | -64.4% |
| YTD | -39.2% | +28.8% | -68.0% | -66.6% |
| 1Y | -75.5% | +35.3% | -110.9% | -88.6% |
| All | -75.5% | +35.2% | -110.7% | -88.6% |
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