+17.1%
TER vs VGT
+33.6%
-16.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +4.8% |
| 7D | +0.6% | +1.0% | -0.4% | -1.6% |
| 30D | -8.3% | +1.3% | -9.6% | -10.6% |
| 3M | -12.2% | -1.1% | -11.1% | -7.6% |
| 6M | +17.1% | +32.6% | -15.6% | -33.0% |
| All | +17.1% | +33.6% | -16.5% | -33.0% |
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