+228.2%
TER vs VGT
+134.3%
+93.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.3% | +3.3% |
| 7D | +12.4% | +1.5% | +10.9% | +10.0% |
| 30D | +5.1% | +0.5% | +4.6% | +4.7% |
| 3M | +4.0% | +5.3% | -1.3% | +0.4% |
| 6M | +29.5% | +32.4% | -2.9% | -6.8% |
| YTD | +98.5% | +28.6% | +69.9% | +49.4% |
| 1Y | +234.1% | +37.6% | +196.4% | +133.8% |
| 3Y | +289.0% | +125.5% | +163.5% | +51.3% |
| 5Y | +228.2% | +135.2% | +93.0% | +24.5% |
| All | +228.2% | +134.3% | +93.9% | +24.5% |
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