+1,972.8%
STX vs VGT
+716.3%
+1,256.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -1.5% |
| 7D | +14.6% | +2.5% | +12.1% | +12.4% |
| 30D | -26.0% | -9.5% | -16.5% | -17.1% |
| 3M | -42.6% | -9.5% | -33.1% | -35.6% |
| 6M | -35.3% | -1.8% | -33.5% | -31.5% |
| YTD | +92.5% | +18.4% | +74.1% | +74.3% |
| 1Y | +102.4% | +18.7% | +83.7% | +83.5% |
| 3Y | +673.8% | +103.8% | +570.0% | +341.0% |
| 5Y | +463.1% | +104.4% | +358.7% | +216.3% |
| All | +1,972.8% | +716.3% | +1,256.6% | +151.1% |
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