+108.5%
VGT vs ALL
+113.3%
-4.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.4% | +2.5% | +2.9% |
| 7D | -1.6% | -2.6% | +1.0% | -1.8% |
| 30D | -10.1% | +12.7% | -22.8% | -9.2% |
| 3M | -5.3% | +0.4% | -5.7% | -4.9% |
| 6M | +0.2% | +23.8% | -23.6% | +0.9% |
| YTD | +21.1% | +27.8% | -6.7% | +21.5% |
| 1Y | +18.2% | +28.9% | -10.7% | +18.5% |
| All | +108.5% | +113.3% | -4.8% | +111.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling