-39.0%
U vs VGT
+233.2%
-272.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.5% |
| 7D | -3.8% | +1.0% | -4.8% | -5.3% |
| 30D | +17.5% | +1.3% | +16.2% | +14.3% |
| 3M | +38.7% | -1.1% | +39.9% | +37.4% |
| 6M | +104.4% | +32.6% | +71.8% | +21.5% |
| YTD | -5.7% | +29.0% | -34.7% | -40.3% |
| 1Y | +3.7% | +39.7% | -36.0% | -42.3% |
| 3Y | +12.3% | +120.9% | -108.6% | -74.0% |
| 5Y | -68.8% | +133.6% | -202.4% | -92.6% |
| All | -39.0% | +233.2% | -272.2% | -91.8% |
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