+2,267.4%
VGT vs A
+611.3%
+1,656.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | +1.0% | -1.9% | +2.9% | +1.9% |
| 30D | +1.3% | +6.9% | -5.6% | -2.0% |
| 3M | -1.1% | +9.2% | -10.4% | -5.7% |
| 6M | +32.6% | +25.7% | +6.9% | +16.9% |
| YTD | +29.0% | +11.5% | +17.5% | +20.0% |
| 1Y | +39.7% | +18.4% | +21.3% | +25.6% |
| 3Y | +120.9% | +26.6% | +94.3% | +86.1% |
| 5Y | +133.6% | -12.8% | +146.4% | +132.7% |
| 10Y | +792.6% | +247.2% | +545.4% | +359.3% |
| All | +2,267.4% | +611.3% | +1,656.0% | +681.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling