+19.9%
VGT vs A
+24.4%
-4.5%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.7% | 0.0% |
| 7D | -6.5% | -2.4% | -4.1% | -6.0% |
| 30D | -10.6% | +3.6% | -14.2% | -11.1% |
| 3M | -3.7% | +27.5% | -31.2% | -7.9% |
| 6M | +10.4% | +58.5% | -48.1% | +0.3% |
| YTD | +23.1% | +31.2% | -8.1% | +17.6% |
| 1Y | +19.9% | +22.2% | -2.3% | +16.0% |
| All | +19.9% | +24.4% | -4.5% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling