+66.2%
TSM vs VGT
+34.0%
+32.1%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.6% | -0.4% |
| 7D | +2.6% | -1.0% | +3.7% | +4.0% |
| 30D | +1.4% | -0.4% | +1.9% | +2.0% |
| 3M | +5.0% | +6.6% | -1.7% | -2.4% |
| 6M | +24.0% | +31.0% | -7.1% | -11.1% |
| YTD | +41.6% | +27.2% | +14.3% | +5.4% |
| 1Y | +66.2% | +34.5% | +31.7% | +17.0% |
| All | +66.2% | +34.0% | +32.1% | +17.0% |
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 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