+21.1%
STM vs VGT
+126.0%
-104.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.3% |
| 7D | +5.2% | +1.8% | +3.4% | +2.8% |
| 30D | -7.4% | -0.3% | -7.0% | -6.8% |
| 3M | -30.6% | +3.4% | -34.0% | -32.2% |
| 6M | +66.4% | +35.0% | +31.4% | +19.5% |
| YTD | +101.1% | +28.8% | +72.4% | +53.4% |
| 1Y | +97.4% | +38.0% | +59.4% | +38.1% |
| 3Y | +21.1% | +125.8% | -104.7% | -51.8% |
| All | +21.1% | +126.0% | -104.9% | -51.8% |
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