+25.8%
TMO vs VGT
+40.8%
-14.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | -1.4% | +1.0% | -2.3% | -1.5% |
| 30D | +6.2% | +1.3% | +4.9% | +6.0% |
| 3M | +27.5% | -1.1% | +28.6% | +28.5% |
| 6M | +20.0% | +32.6% | -12.7% | +7.9% |
| YTD | +6.1% | +29.0% | -22.9% | -3.7% |
| 1Y | +25.8% | +39.7% | -13.8% | +8.3% |
| All | +25.8% | +40.8% | -14.9% | +8.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling