+1,741.1%
SPGI vs VGT
+2,283.9%
-542.8%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.8% |
| 7D | +0.1% | +1.0% | -0.9% | -0.6% |
| 30D | +8.4% | +1.3% | +7.1% | +7.0% |
| 3M | +11.8% | -1.1% | +13.0% | +10.4% |
| 6M | +5.7% | +32.6% | -26.9% | -18.7% |
| YTD | -9.7% | +29.0% | -38.7% | -29.1% |
| 1Y | -12.5% | +39.7% | -52.2% | -36.5% |
| 3Y | +21.8% | +120.9% | -99.1% | -43.3% |
| 5Y | +8.2% | +133.6% | -125.4% | -53.7% |
| 10Y | +309.5% | +792.6% | -483.0% | -53.1% |
| All | +1,741.1% | +2,283.9% | -542.8% | -25.4% |
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