+122.1%
VGT vs AG
+260.2%
-138.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.9% | +3.8% | -0.4% |
| 7D | -1.0% | -5.8% | +4.8% | -0.3% |
| 30D | -0.4% | +6.4% | -6.8% | -1.4% |
| 3M | +6.6% | +28.4% | -21.7% | +2.8% |
| 6M | +31.0% | -24.5% | +55.5% | +33.5% |
| YTD | +27.2% | +21.2% | +6.1% | +21.8% |
| 1Y | +34.5% | +114.1% | -79.6% | +19.7% |
| All | +122.1% | +260.2% | -138.1% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 3y: compounded portfolio wealth divided by compounded AG 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…
3y analysis · Full analysis span regression · 6 months rolling