+604.2%
TGT vs VGT
+2,276.4%
-1,672.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.1% |
| 7D | -3.6% | +1.5% | -5.1% | -4.4% |
| 30D | +4.4% | +0.5% | +3.9% | +3.9% |
| 3M | +25.4% | +5.3% | +20.1% | +20.0% |
| 6M | +33.4% | +32.4% | +0.9% | +9.6% |
| YTD | +65.6% | +28.6% | +37.0% | +38.0% |
| 1Y | +80.3% | +37.6% | +42.6% | +43.3% |
| 3Y | +42.1% | +125.5% | -83.3% | -20.7% |
| 5Y | -25.0% | +135.2% | -160.2% | -60.1% |
| 10Y | +208.2% | +812.9% | -604.7% | -41.3% |
| All | +604.2% | +2,276.4% | -1,672.2% | -44.0% |
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