+800.0%
VGT vs ALB
+78.3%
+721.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +2.0% |
| 7D | -0.2% | -6.6% | +6.5% | +1.5% |
| 30D | -0.4% | -8.1% | +7.7% | +1.3% |
| 3M | +4.4% | -25.7% | +30.1% | +11.6% |
| 6M | +32.1% | -29.5% | +61.5% | +41.3% |
| YTD | +28.8% | -16.2% | +45.0% | +30.7% |
| 1Y | +35.3% | +59.2% | -23.9% | +14.9% |
| 3Y | +124.8% | -33.7% | +158.5% | +122.7% |
| 5Y | +137.9% | -48.1% | +186.0% | +141.5% |
| All | +800.0% | +78.3% | +721.7% | +463.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 10y: compounded portfolio wealth divided by compounded ALB 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…
10y analysis · Full analysis span regression · 6 months rolling