+11,159.8%
STX vs VGT
+2,283.9%
+8,875.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.3% | +6.0% | +6.0% |
| 7D | +2.4% | +1.0% | +1.4% | +1.2% |
| 30D | +1.4% | +1.3% | +0.1% | +0.2% |
| 3M | -8.2% | -1.1% | -7.1% | -5.3% |
| 6M | +127.0% | +32.6% | +94.4% | +73.5% |
| YTD | +209.1% | +29.0% | +180.2% | +144.5% |
| 1Y | +365.4% | +39.7% | +325.7% | +241.8% |
| 3Y | +1,135.4% | +120.9% | +1,014.5% | +453.5% |
| 5Y | +991.5% | +133.6% | +858.0% | +351.3% |
| 10Y | +3,695.8% | +792.6% | +2,903.3% | +209.9% |
| All | +11,159.8% | +2,283.9% | +8,875.9% | +185.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling