+2,926.4%
V vs VGT
+2,074.6%
+851.8%
-51.9%
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% | -1.2% |
| 7D | -1.7% | +1.0% | -2.7% | -2.4% |
| 30D | +2.0% | +1.3% | +0.7% | +0.7% |
| 3M | +17.4% | -1.1% | +18.5% | +16.1% |
| 6M | +17.5% | +32.6% | -15.1% | -8.1% |
| YTD | +7.6% | +29.0% | -21.4% | -14.4% |
| 1Y | +7.7% | +39.7% | -32.0% | -20.2% |
| 3Y | +54.7% | +120.9% | -66.3% | -25.3% |
| 5Y | +73.0% | +133.6% | -60.5% | -23.0% |
| 10Y | +390.9% | +792.6% | -401.7% | -36.2% |
| All | +2,926.4% | +2,074.6% | +851.8% | +83.1% |
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