+19.0%
SPGI vs VGT
+126.0%
-107.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -3.0% | -3.2% |
| 7D | -2.5% | +1.8% | -4.3% | -2.9% |
| 30D | +5.4% | -0.3% | +5.7% | +5.4% |
| 3M | +9.0% | +3.4% | +5.7% | +7.5% |
| 6M | +0.8% | +35.0% | -34.2% | -10.5% |
| YTD | -12.6% | +28.8% | -41.3% | -21.0% |
| 1Y | -16.1% | +38.0% | -54.1% | -26.8% |
| 3Y | +19.0% | +125.8% | -106.8% | -24.9% |
| All | +19.0% | +126.0% | -107.0% | -24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling