+698.2%
SO vs VGT
+2,283.9%
-1,585.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.1% | -0.8% |
| 7D | -0.2% | +1.0% | -1.2% | -0.4% |
| 30D | -4.6% | +1.3% | -5.9% | -5.0% |
| 3M | -3.0% | -1.1% | -1.9% | -3.2% |
| 6M | -8.3% | +32.6% | -40.9% | -16.0% |
| YTD | +3.5% | +29.0% | -25.5% | -4.7% |
| 1Y | -0.9% | +39.7% | -40.6% | -11.2% |
| 3Y | +45.4% | +120.9% | -75.6% | +9.3% |
| 5Y | +59.6% | +133.6% | -73.9% | +14.8% |
| 10Y | +156.6% | +792.6% | -636.0% | +12.5% |
| All | +698.2% | +2,283.9% | -1,585.7% | +129.1% |
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 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