+102.9%
T vs VGT
+123.6%
-20.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.6% | -1.8% |
| 7D | -3.1% | +1.5% | -4.6% | -2.8% |
| 30D | +4.6% | +0.5% | +4.0% | +4.7% |
| 3M | +12.2% | +5.3% | +7.0% | +13.5% |
| 6M | -6.5% | +32.4% | -38.9% | -2.2% |
| YTD | +4.9% | +28.6% | -23.7% | +9.4% |
| 1Y | -10.5% | +37.6% | -48.1% | -6.0% |
| All | +102.9% | +123.6% | -20.7% | +108.4% |
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 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