-18.5%
SPGI vs VGT
+37.6%
-56.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.4% | -2.6% |
| 7D | -3.1% | +1.5% | -4.6% | -3.0% |
| 30D | +2.0% | +0.5% | +1.5% | +2.1% |
| 3M | +4.3% | +5.3% | -0.9% | +4.5% |
| 6M | -0.2% | +32.4% | -32.7% | -4.0% |
| YTD | -14.8% | +28.6% | -43.4% | -17.7% |
| 1Y | -18.5% | +37.6% | -56.2% | -17.6% |
| All | -18.5% | +37.6% | -56.1% | -17.6% |
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