+104.2%
USB vs VGT
+107.7%
-3.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.2% | -0.7% | +1.3% |
| 7D | +0.8% | -1.6% | +2.4% | +1.3% |
| 30D | +6.8% | -12.5% | +19.3% | +12.2% |
| 3M | -3.8% | -7.7% | +3.9% | -1.2% |
| 6M | +11.7% | -0.2% | +11.9% | +9.7% |
| YTD | +17.5% | +19.3% | -1.8% | +5.1% |
| 1Y | +33.8% | +18.2% | +15.6% | +20.1% |
| 3Y | +104.2% | +109.6% | -5.4% | +23.3% |
| All | +104.2% | +107.7% | -3.5% | +23.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling