+7.5%
SMR vs VGT
+147.3%
-139.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.1% |
| 7D | +13.1% | +1.5% | +11.6% | +11.0% |
| 30D | +17.8% | +0.5% | +17.2% | +17.2% |
| 3M | +8.1% | +5.3% | +2.8% | +3.3% |
| 6M | -11.1% | +32.4% | -43.5% | -33.4% |
| YTD | -23.7% | +28.6% | -52.3% | -40.2% |
| 1Y | -69.4% | +37.6% | -107.0% | -77.0% |
| 3Y | +82.6% | +125.5% | -42.9% | +7.9% |
| All | +7.5% | +147.3% | -139.9% | -42.6% |
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 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