+59.9%
VEA vs VGT
+136.3%
-76.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.2% | -0.1% | +0.5% |
| 7D | -1.5% | -0.2% | -1.3% | -1.4% |
| 30D | -0.8% | -0.4% | -0.4% | -0.7% |
| 3M | +2.5% | +4.4% | -2.0% | +0.1% |
| 6M | +11.1% | +32.1% | -20.9% | -2.9% |
| YTD | +17.2% | +28.8% | -11.6% | +3.4% |
| 1Y | +24.5% | +35.3% | -10.8% | +7.1% |
| 3Y | +75.4% | +124.8% | -49.3% | +14.9% |
| All | +59.9% | +136.3% | -76.4% | -2.2% |
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