+125.8%
VGT vs ALB
-27.5%
+153.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.6% | -2.8% | -0.6% |
| 7D | +1.8% | -4.4% | +6.2% | +2.5% |
| 30D | -0.3% | -1.2% | +0.8% | -0.3% |
| 3M | +3.4% | -13.3% | +16.7% | +5.4% |
| 6M | +35.0% | -19.8% | +54.7% | +38.3% |
| YTD | +28.8% | -7.9% | +36.7% | +28.2% |
| 1Y | +38.0% | +60.2% | -22.2% | +23.5% |
| 3Y | +125.8% | -26.4% | +152.2% | +114.8% |
| All | +125.8% | -27.5% | +153.3% | +114.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling