+135.2%
VGT vs ALL
+115.1%
+20.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +1.5% | -2.2% | +3.7% | +1.7% |
| 30D | +0.5% | -5.6% | +6.1% | +1.1% |
| 3M | +5.3% | +17.2% | -12.0% | +2.7% |
| 6M | +32.4% | +23.2% | +9.2% | +28.0% |
| YTD | +28.6% | +23.6% | +5.0% | +23.9% |
| 1Y | +37.6% | +29.2% | +8.5% | +31.2% |
| 3Y | +125.5% | +153.8% | -28.3% | +81.1% |
| 5Y | +135.2% | +116.1% | +19.1% | +101.8% |
| All | +135.2% | +115.1% | +20.1% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling