+742.6%
VGT vs ALL
+376.2%
+366.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -1.1% |
| 7D | +5.6% | 0.0% | +5.6% | +5.5% |
| 30D | -10.6% | +12.8% | -23.4% | -14.0% |
| 3M | -6.9% | +4.7% | -11.6% | -8.6% |
| 6M | +0.9% | +24.9% | -24.0% | -7.6% |
| YTD | +20.4% | +30.0% | -9.6% | +7.9% |
| 1Y | +17.4% | +29.9% | -12.6% | +5.0% |
| 3Y | +106.3% | +117.5% | -11.3% | +44.8% |
| 5Y | +107.9% | +161.7% | -53.8% | +28.8% |
| All | +742.6% | +376.2% | +366.4% | +312.1% |
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