+800.0%
VGT vs ALL
+365.1%
+434.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +1.0% |
| 7D | -0.2% | -2.3% | +2.1% | +0.5% |
| 30D | -0.4% | -0.4% | 0.0% | -0.4% |
| 3M | +4.4% | +16.0% | -11.6% | -1.4% |
| 6M | +32.1% | +24.6% | +7.5% | +21.0% |
| YTD | +28.8% | +23.7% | +5.1% | +17.7% |
| 1Y | +35.3% | +27.7% | +7.6% | +21.7% |
| 3Y | +124.8% | +150.2% | -25.5% | +47.7% |
| 5Y | +137.9% | +117.1% | +20.8% | +61.5% |
| All | +800.0% | +365.1% | +434.9% | +347.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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