+252.8%
SPOT vs VGT
+517.0%
-264.2%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | -0.2% |
| 7D | -3.1% | -0.2% | -2.9% | -2.9% |
| 30D | +7.4% | -0.4% | +7.8% | +7.3% |
| 3M | +8.2% | +4.4% | +3.7% | +2.2% |
| 6M | +2.2% | +32.1% | -29.9% | -22.9% |
| YTD | -9.5% | +28.8% | -38.2% | -30.4% |
| 1Y | -23.8% | +35.3% | -59.2% | -44.5% |
| 3Y | +233.5% | +124.8% | +108.7% | +45.7% |
| 5Y | +112.2% | +137.9% | -25.7% | -10.8% |
| All | +252.8% | +517.0% | -264.2% | -26.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling