-52.7%
TEAM vs VGT
+131.4%
-184.2%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +2.2% |
| 7D | -7.8% | -1.0% | -6.7% | -6.7% |
| 30D | +16.5% | -0.4% | +17.0% | +17.2% |
| 3M | +96.2% | +6.6% | +89.5% | +76.9% |
| 6M | +130.2% | +31.0% | +99.2% | +58.8% |
| YTD | +10.7% | +27.2% | -16.5% | -21.1% |
| 1Y | +3.0% | +34.5% | -31.4% | -32.6% |
| 3Y | -13.1% | +123.1% | -136.2% | -73.8% |
| 5Y | -52.7% | +135.1% | -187.8% | -85.3% |
| All | -52.7% | +131.4% | -184.2% | -85.3% |
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