-49.7%
TE vs VGT
+133.5%
-183.2%
-94.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.0% | -5.7% | -5.2% |
| 7D | +0.9% | -1.0% | +1.9% | +2.5% |
| 30D | -16.3% | -0.4% | -15.8% | -15.5% |
| 3M | -40.8% | +6.6% | -47.4% | -43.4% |
| 6M | -42.6% | +31.0% | -73.6% | -57.6% |
| YTD | -31.4% | +27.2% | -58.7% | -46.5% |
| 1Y | +144.9% | +34.5% | +110.5% | +81.4% |
| 3Y | -26.0% | +123.1% | -149.2% | -68.8% |
| All | -49.7% | +133.5% | -183.2% | -77.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling