-44.4%
TOST vs VGT
+124.3%
-168.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.2% | -2.9% | -3.2% |
| 7D | +4.0% | -1.6% | +5.7% | +5.1% |
| 30D | +11.1% | -12.5% | +23.6% | +26.8% |
| 3M | +0.8% | -7.7% | +8.5% | +7.3% |
| 6M | +38.8% | -0.2% | +39.0% | +30.7% |
| YTD | -2.1% | +19.3% | -21.3% | -27.4% |
| 1Y | -6.0% | +18.2% | -24.2% | -29.7% |
| 3Y | +149.8% | +109.6% | +40.1% | -22.6% |
| 5Y | -42.8% | +105.5% | -148.3% | -79.1% |
| All | -44.4% | +124.3% | -168.7% | -82.0% |
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