+135.1%
VGT vs AG
+64.4%
+70.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.5% |
| 3M | +6.6% | +28.4% | -21.7% | +2.6% |
| 6M | +31.0% | -24.5% | +55.5% | +34.0% |
| YTD | +27.2% | +21.2% | +6.1% | +21.3% |
| 1Y | +34.5% | +114.1% | -79.6% | +17.9% |
| 3Y | +123.1% | +268.0% | -144.9% | +74.1% |
| 5Y | +135.1% | +67.3% | +67.8% | +96.8% |
| All | +135.1% | +64.4% | +70.7% | +96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling