-25.8%
TE vs VGT
+18.8%
-44.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.8% | -4.1% |
| 7D | +3.8% | -6.5% | +10.3% | +22.7% |
| 30D | -26.2% | -10.6% | -15.7% | -1.5% |
| 3M | -49.7% | -3.7% | -46.0% | -44.4% |
| 6M | -46.5% | +10.4% | -56.8% | -53.9% |
| YTD | -59.1% | +23.1% | -82.2% | -70.5% |
| 1Y | -25.8% | +19.9% | -45.7% | -37.4% |
| All | -25.8% | +18.8% | -44.6% | -37.4% |
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 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