+137.6%
VGT vs A
-15.6%
+153.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.5% |
| 7D | +1.5% | -4.4% | +5.9% | +3.4% |
| 30D | +0.5% | -2.7% | +3.2% | +1.6% |
| 3M | +5.3% | +7.0% | -1.8% | +1.8% |
| 6M | +32.4% | +24.6% | +7.8% | +18.5% |
| YTD | +28.6% | +7.0% | +21.6% | +23.2% |
| 1Y | +37.6% | +15.6% | +22.1% | +26.2% |
| 3Y | +125.5% | +29.9% | +95.6% | +85.6% |
| All | +137.6% | -15.6% | +153.2% | +144.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling