+148.6%
TE vs VGT
+40.8%
+107.9%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +0.6% |
| 7D | -4.0% | +1.0% | -5.0% | -6.1% |
| 30D | -15.9% | +1.3% | -17.2% | -18.2% |
| 3M | -60.5% | -1.1% | -59.4% | -57.3% |
| 6M | -35.2% | +32.6% | -67.8% | -58.8% |
| YTD | -31.1% | +29.0% | -60.1% | -52.7% |
| 1Y | +148.6% | +39.7% | +109.0% | +76.1% |
| All | +148.6% | +40.8% | +107.9% | +76.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling