+233.5%
SPOT vs VGT
+123.9%
+109.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.1% |
| 7D | -3.1% | -0.2% | -2.9% | -3.0% |
| 30D | +7.4% | -0.4% | +7.8% | +7.4% |
| 3M | +8.2% | +4.4% | +3.7% | +4.5% |
| 6M | +2.2% | +32.1% | -29.9% | -16.3% |
| YTD | -9.5% | +28.8% | -38.2% | -24.7% |
| 1Y | -23.8% | +35.3% | -59.2% | -39.3% |
| 3Y | +233.5% | +124.8% | +108.7% | +69.5% |
| All | +233.5% | +123.9% | +109.6% | +69.5% |
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