-68.3%
U vs VGT
+134.3%
-202.6%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.3% |
| 7D | +4.4% | +1.5% | +2.9% | +1.9% |
| 30D | -1.3% | +0.5% | -1.8% | -2.8% |
| 3M | +49.6% | +5.3% | +44.3% | +33.9% |
| 6M | +100.2% | +32.4% | +67.7% | +17.9% |
| YTD | -3.7% | +28.6% | -32.3% | -39.2% |
| 1Y | -6.5% | +37.6% | -44.1% | -47.3% |
| 3Y | +12.9% | +125.5% | -112.6% | -76.3% |
| 5Y | -68.3% | +135.2% | -203.5% | -93.0% |
| All | -68.3% | +134.3% | -202.6% | -93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling