+192.9%
SO vs VGT
+730.3%
-537.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -0.9% | +5.6% | -6.6% | -2.0% |
| 30D | +4.9% | -10.6% | +15.5% | +7.1% |
| 3M | +0.8% | -6.9% | +7.7% | +1.9% |
| 6M | +0.6% | +0.9% | -0.4% | -0.6% |
| YTD | +8.7% | +20.4% | -11.8% | +2.7% |
| 1Y | +4.0% | +17.4% | -13.4% | -1.2% |
| 3Y | +50.6% | +106.3% | -55.7% | +17.7% |
| 5Y | +77.5% | +107.9% | -30.4% | +35.3% |
| All | +192.9% | +730.3% | -537.4% | +41.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling