+2,110.3%
VGT vs ALB
+780.1%
+1,330.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +5.6% | -3.6% | +9.2% | +6.8% |
| 30D | -10.6% | -2.9% | -7.7% | -10.0% |
| 3M | -6.9% | -25.8% | +19.0% | +1.1% |
| 6M | +0.9% | -53.6% | +54.5% | +25.7% |
| YTD | +20.4% | -32.4% | +52.8% | +30.3% |
| 1Y | +17.4% | -13.0% | +30.4% | +16.6% |
| 3Y | +106.3% | -15.0% | +121.3% | +83.8% |
| 5Y | +107.9% | -63.5% | +171.4% | +133.5% |
| 10Y | +730.9% | +34.7% | +696.2% | +401.7% |
| All | +2,110.3% | +780.1% | +1,330.1% | +435.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling