+1,343.6%
TER vs VGT
+2,283.9%
-940.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.0% |
| 7D | +0.6% | +1.0% | -0.4% | -0.7% |
| 30D | -8.3% | +1.3% | -9.6% | -9.6% |
| 3M | -12.2% | -1.1% | -11.1% | -7.1% |
| 6M | +17.1% | +32.6% | -15.6% | -15.5% |
| YTD | +84.7% | +29.0% | +55.7% | +38.7% |
| 1Y | +199.9% | +39.7% | +160.2% | +105.4% |
| 3Y | +232.8% | +120.9% | +111.8% | +27.9% |
| 5Y | +198.6% | +133.6% | +65.0% | +8.2% |
| 10Y | +1,669.7% | +792.6% | +877.2% | +1.9% |
| All | +1,343.6% | +2,283.9% | -940.3% | -77.0% |
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 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