+2.9%
SPGI vs VGT
+18.8%
-15.9%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.1% | +3.4% |
| 7D | +7.2% | -6.5% | +13.7% | +6.8% |
| 30D | +23.2% | -10.6% | +33.8% | +22.6% |
| 3M | +17.0% | -3.7% | +20.7% | +16.7% |
| 6M | +20.4% | +10.4% | +10.1% | +16.7% |
| YTD | -1.9% | +23.1% | -25.0% | -7.3% |
| 1Y | +2.9% | +19.9% | -17.0% | -3.0% |
| All | +2.9% | +18.8% | -15.9% | -3.0% |
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