+909.0%
TER vs VGT
+2,088.1%
-1,179.1%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -1.7% | -3.7% | -3.1% |
| 7D | +14.4% | +2.5% | +11.9% | +11.2% |
| 30D | -30.6% | -9.5% | -21.1% | -18.7% |
| 3M | -39.2% | -9.5% | -29.7% | -28.1% |
| 6M | -31.3% | -1.8% | -29.5% | -24.3% |
| YTD | +29.1% | +18.4% | +10.7% | +12.1% |
| 1Y | +47.4% | +18.7% | +28.7% | +28.2% |
| 3Y | +191.2% | +103.8% | +87.4% | +28.5% |
| 5Y | +74.0% | +104.4% | -30.4% | -22.4% |
| 10Y | +1,005.1% | +716.9% | +288.2% | -26.1% |
| All | +909.0% | +2,088.1% | -1,179.1% | -81.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling