+19.9%
VGT vs ALC
+4.2%
+15.7%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.8% | -6.6% | +0.7% |
| 7D | -6.5% | +10.7% | -17.2% | -5.9% |
| 30D | -10.6% | +20.2% | -30.7% | -9.7% |
| 3M | -3.7% | +8.9% | -12.6% | -2.9% |
| 6M | +10.4% | +5.7% | +4.6% | +12.0% |
| YTD | +23.1% | -1.4% | +24.5% | +26.6% |
| 1Y | +19.9% | +4.7% | +15.2% | +22.0% |
| All | +19.9% | +4.2% | +15.7% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 1y: compounded portfolio wealth divided by compounded ALC 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…
1y analysis · Full analysis span regression · 6 months rolling