+2,267.4%
VGT vs ALB
+1,067.8%
+1,199.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.8% | +1.7% |
| 7D | +1.0% | -8.1% | +9.1% | +3.5% |
| 30D | +1.3% | +6.3% | -5.0% | -1.0% |
| 3M | -1.1% | -23.6% | +22.4% | +6.5% |
| 6M | +32.6% | -24.6% | +57.2% | +41.3% |
| YTD | +29.0% | -10.3% | +39.3% | +28.6% |
| 1Y | +39.7% | +61.5% | -21.8% | +13.2% |
| 3Y | +120.9% | -34.0% | +154.9% | +117.2% |
| 5Y | +133.6% | -44.6% | +178.1% | +129.6% |
| 10Y | +792.6% | +76.1% | +716.5% | +398.4% |
| All | +2,267.4% | +1,067.8% | +1,199.6% | +429.0% |
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