+2,267.4%
VGT vs ALL
+903.2%
+1,364.2%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.7% | +0.8% |
| 7D | +1.0% | 0.0% | +1.0% | +1.0% |
| 30D | +1.3% | -1.5% | +2.8% | +1.6% |
| 3M | -1.1% | +23.6% | -24.8% | -9.7% |
| 6M | +32.6% | +22.3% | +10.3% | +21.3% |
| YTD | +29.0% | +26.5% | +2.5% | +15.9% |
| 1Y | +39.7% | +27.0% | +12.7% | +24.8% |
| 3Y | +120.9% | +149.6% | -28.7% | +47.1% |
| 5Y | +133.6% | +118.1% | +15.5% | +59.8% |
| 10Y | +792.6% | +369.0% | +423.6% | +339.2% |
| All | +2,267.4% | +903.2% | +1,364.2% | +673.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling