+307.8%
SPY vs VGT
+716.3%
-408.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.7% |
| 7D | +2.6% | +2.5% | +0.1% | +0.9% |
| 30D | -2.0% | -9.5% | +7.5% | +4.4% |
| 3M | -2.8% | -9.5% | +6.7% | +3.3% |
| 6M | +2.1% | -1.8% | +3.9% | +2.0% |
| YTD | +11.5% | +18.4% | -6.9% | -2.4% |
| 1Y | +13.5% | +18.7% | -5.3% | -0.9% |
| 3Y | +77.7% | +103.8% | -26.1% | +4.4% |
| 5Y | +72.6% | +104.4% | -31.7% | -0.7% |
| All | +307.8% | +716.3% | -408.4% | -8.9% |
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 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