-31.4%
TE vs VGT
+36.4%
-67.8%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -2.6% |
| 7D | +15.0% | +1.5% | +13.5% | +11.1% |
| 30D | -7.5% | +0.5% | -8.1% | -8.8% |
| 3M | -42.0% | +5.3% | -47.2% | -46.1% |
| 6M | -31.4% | +32.4% | -63.9% | -46.1% |
| All | -31.4% | +36.4% | -67.8% | -46.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling